💼 Wealth Relationship Manager | Axis Bank
📍 Location: Gurugram
💰 Salary: ₹7 – 14 LPA
🕒 Experience: 7 – 12 years
📜 Employment Type: Full-time | Permanent
🔢 Openings: 1 Position
🌍 About Axis Bank
Axis Bank is one of India’s leading private sector banks, providing a wide range of financial services, investment solutions, and banking products.
Axis Bank focuses on relationship-driven banking, ensuring personalized wealth solutions for its high-net-worth clients.
If you’re a banking professional looking for career growth in wealth management and investment advisory, this role is perfect for you! 🚀
💼 Role: Wealth Relationship Manager
🎯 Build & Manage HNI Client Relationships!
As a Wealth Relationship Manager, you will be responsible for managing high-net-worth clients, offering investment solutions, and driving business growth through financial advisory services.
🔹 Key Responsibilities
✔️ Manage & deepen relationships with existing and new-to-bank (NTB) clients.
✔️ Provide investment advisory on mutual funds, PMS, insurance, and other wealth products.
✔️ Achieve business targets by cross-selling financial products based on risk profiling.
✔️ Work closely with the Virtual Relationship Manager to optimize client engagement.
✔️ Ensure steady balance sheet growth by acquiring and upgrading HNI & ultra-HNI clients.
✔️ Assess financial needs and provide customized investment solutions.
✔️ Ensure compliance with banking regulations and risk management policies.
🎯 What You Need to Succeed
📌 Qualifications & Experience
🎓 Education:
- Postgraduate from a recognized institute.
- AMFI, IRDA & PMS certifications preferred.
🕒 Experience: 7 – 12 years in wealth management, HNI client handling, or investment advisory.
💻 Technical & Financial Skills
✔️ Strong knowledge of banking, wealth management, and investment products.
✔️ Experience in HNI/NRI client portfolio management.
✔️ Understanding of regulatory guidelines and financial compliance norms.
🧠 Soft Skills That Set You Apart
✅ Excellent Communication & Relationship Management Skills
✅ Ability to Handle Complex Financial Situations
✅ Strong Analytical & Decision-Making Skills
✅ Sales & Negotiation Expertise in HNI Banking
✅ Ability to Work Under Pressure & Meet Targets
🏅 Why Join Axis Bank?
🚀 Top-Tier Private Sector Bank
✔️ Trusted banking brand with strong market presence.
✔️ Expanding rapidly with career growth opportunities.
🎯 Career Growth & Learning
✔️ Training programs & certifications in wealth management.
✔️ Exposure to high-net-worth clients & priority banking.
💰 Financial Perks & Benefits
✔️ Competitive Salary (₹7 – 14 LPA) + Lucrative Incentives.
✔️ Exclusive investment benefits & insurance perks.
📍 Pan-India Presence
✔️ Opportunities in multiple cities with strong career progression.
📩 How to Apply?
👉 Step 1: Submit your resume via WhatsApp or apply online.
👉 Step 2: Clear HR screening & portfolio discussion.
👉 Step 3: Attend technical interview & client case study round.
👉 Step 4: Get selected & start your career as a Wealth Relationship Manager! 🚀
📩 Apply today and take the first step toward a high-growth career in wealth management!
🔍 FAQ (Frequently Asked Questions)
💡 What is the primary responsibility of a Wealth Relationship Manager?
Your role is to manage HNI clients, provide investment solutions, and drive business growth.
💡 Is prior experience in wealth management necessary?
Yes, candidates must have 7-12 years of experience in investment advisory, HNI banking, or wealth management.
💡 What is the expected salary?
The salary is ₹7 – 14 LPA + incentives, depending on experience and performance.
💡 Is this a sales-driven role?
Yes, this role requires client engagement, portfolio management, and financial product sales.
💡 Are there career growth opportunities?
Yes! Axis Bank offers training, mentorship, and leadership roles in wealth & investment banking.
🚀 Join Axis Bank & Build a Rewarding Career in Wealth Management!
Axis Bank is expanding its Wealth Management division and looking for passionate financial professionals who can handle HNI & ultra-HNI clients while driving investment growth.
📩 Apply today and take your banking career to the next level! 🚀
