AVP Center Head-Trade & Forex Liability

Axis Bank; Bengaluru; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Axis Bank's Commercial Banking Group seeks a Relationship Manager to nurture corporate client relationships, identify potential clients, and provide tailored banking solutions. The role focuses on expanding Asset under Management and working with cross-functional teams to deliver superior client experiences in a fast-paced environment.

The RM will manage SME relationships, acquire new clients, and coordinate with service teams while ensuring KYC/SEBI compliance.

Qualifications

• Graduate/ Post-Graduate from a recognized institute.
• Experience in Business Banking, Treasury or Foreign exchange preferred.
• Strong communication in English and local language.

Responsibilities

• Acquire new-to-bank SME customers with corporate banking solutions while maintaining high service standards.
• Maintain complete customer profile including risk profile, demographics and assets.
• Grow wallet share through engagement by offering Tax payments, Internet Banking, trade products and CMS.
• Deepen relationships with Trade and Forex, CMS and SME loans.
• Identify potential customers for tailored products to enhance penetration.
• Acquire new customers through referrals.
• Meet monthly targets set by the organization.
• Record and track all engagement activities in the CRM system.
• Coordinate with Service Team to resolve client issues.
• Ensure compliance with KYC/SEBI rules and regulations.

Skills

Client relationship management

Communication skills

Sales and negotiation

Financial acumen

Problem-solving

Education

Graduate / Post-Graduate

Job description

About Commercial Banking Group:

The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products and solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc

About the Role:

The Relationship Manager will be responsible for nurturing corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entitles client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The centre of all client engagements will be to ensure superior customer experience.

Key Skills

1. Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients

2. Communication: Excellent verbal and communication skills for conveying complex concepts clearly

3. Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.

4. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.

5. Problem-Solving Abilities: Strong analytical and problem-solving skills to address client needs and challenges.

Key Responsibilities

• Acquire new to bank SME customers by providing corporate banking solutions 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 and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans
• Identify potential customers who can be sold tailored products to enhance product penetration
• Acquire new customers by converting referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Coordinate with Service Team to resolve any issue raised by the client
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Qualifications:

Optimal qualification for success on the job is:

• Graduate/ Post-Graduate from a recognized institute
• Experience in Business Banking, Treasury and Foreign exchange field is preferred

Role Proficiencies:

For successful execution of the job, the candidate should possess the following:

• Knowledge of banking products and services
• Ability to manage complex client situations
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Good networking and relationship building skills.

Job location : Bangalore

Grade: AVP Center Head Liability