Axis Bank Hiring - Burgundy RM - Across Noida

Axis Bank; Dadri, Greater Noida; On-site; INR 400,000 - 550,000; Full time

Job summary

Axis Bank in Dadri, Uttar Pradesh seeks a customer-focused professional to provide financial solutions to Burgundy customers while maintaining high service standards. You will maintain customer profiles, engage in cross-selling, and deepen relationships through targeted product recommendations.

Responsibilities include acquiring new customers, hitting monthly targets, recording CRM activities, and ensuring compliance with KYC/SEBI regulations. Prior experience in retail banking is a plus.

Responsibilities

• Provide financial solutions to Burgundy customers while maintaining high service standards
• Maintain complete customer profile including 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 referral leads
• Achieve targets as assigned by the organization on a monthly basis
• Record and track all engagement activities through the CRM system
• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Job description

Role & responsibilities

• Provide financial solutions to the Burgundy 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 referral leads


• Achieve targets as assigned by the organization on a monthly basis


• Record and track all engagement activities through the CRM system


• Comply with KYC/SEBI rules, regulations, and legislation governing the Bank