Axis Bank | Virtual Relationship Manager -Burgundy - Mumbai

Axis Bank

Mumbai

On-site

INR 600,000 - 1,000,000

Full time

14 days+

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Job summary

Axis Bank is seeking a Virtual Relationship Manager for Burgundy in Mumbai to drive cross-sell opportunities with existing customers. The role operates from the Burgundy portfolio within the Outbound Contact Centre, focusing on loan products and related banking services while ensuring high customer satisfaction.

The candidate will handle queries, extend premium service, and work toward revenue targets across Investment, Assets, Cards and Liabilities, using digital media to engage customers

Qualifications

  • Graduate or post graduate from a recognized institution.
  • 5+ years in BFSI or related role.

Responsibilities

  • Cater the service needs of Burgundy Customers using remote digital media.
  • Achieve monthly revenue targets from cross-sell of Investment, Assets, Cards and Liabilities.
  • Manage Burgundy portfolio and provide premium customer service.
  • Act as Single Point of Contact for customer banking requirements.

Skills

Communication skills
Lead generation
Sales orientation
Teamwork
Pressure handling

Education

Graduate or Post graduate

Job description

Virtual Relationship Manager: Burgundy - Mumbai
Job location - Ghansoli, Mumbai
About OCC

The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience.

About the Role

Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction.

Key Responsibilities

The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of Burgundy Customers.

The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Burgundyportfolio.

The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.

Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements.

Qualifications
  • Graduate or Post graduate from a recognized institution.
  • 5 +yearsrelevant role/ BFSI sector.
Role Proficiencies

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

  • Good communication skills in both English and local language.
  • Excellent lead generation and conversion skill.
  • Ability to handle pressure and meet deadlines.
  • Ability to successfully work as a part of a team.
  • High sales orientation to meet the sales targets consistently.
  • Strong willingness to work in Relationship Management; Banking operations and products including investment products Prior experience in Sales.
  • Knowledge of Mutual Fund, Life insurance, General insurance, PMS and structure products.
  • Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.
About Axis

Incorporated in 1994, Axis Bank is one of Indias most trusted banks & the third largest in the private sector. At Axis Bank, customer centricity has always been the foundation of our business. Our efforts to address the requirements of a diverse customer cross-section are powered by robust infrastructure, advanced technology, a comprehensive monitoring & control framework & a large talent pool.The Bank has a young & engaged workforce of over 60,000 employees, with an average age of 30 years. We are an equal opportunity employer & believe in empowering our employees by offering rich roles, learning opportunities & flexibility to chart their career, their way.

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