Saurabh Mishra

Relationship Manager @Axis Bank

New Delhi, IN

My job involves as a crucial link between the bank and its customers, responsible for building and maintaining relationships, driving business growth, and ensuring customer satisfaction. identifing financial needs, offer tailored solutions, and provide excellent customer service while also focusing on acquiring new clients and deepening existing relationships. providing financial advice, and driving business growth. Adapt to changing market conditions, and continuously update financial knowledge to the valued clients with the best tailored solutions. providing personalized banking services to clients and helping them achieve their financial goals. Developing and managing a portfolio of 100+ high-net-worth clients, resulting in a 10%- 20% increase in assets under management within the financial year.\" Key Responsibilities• Provide financial solutions to the Priority customers while maintaining high service standards• Maintain complete customer profile including the risk profile, demographics and assets in the bank• Enrich relationships and garner higher wallet share through customer engagement activities• Deepen the existing relationships by cross selling the Bank\'s products and services/ third party investment products• Identify potential customers who can be sold tailored products to enhance product penetration• Acquire new customers by converting specific referral leads• Achieve targets as assigned by the seniors/organization on monthly basis• Record and track all engagement activities through the CRM system• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank