Axis Bank | Virtual Relationship Manager -Burgundy - Mumbai

Axis Bank; Navi Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading private sector bank in Navi Mumbai is seeking a Virtual Relationship Manager to enhance customer relationships and drive sales for banking products. The role involves reaching revenue targets through effective cross-selling and providing premium customer service. Ideal candidates should have 5+ years of experience in the BFSI sector and possess strong communication and sales skills. Join a dynamic team and contribute to a new era of customer engagement in banking.

Qualifications

• 5+ years relevant role in BFSI sector.

Responsibilities

• Work within the RM Hub to cater to service needs of Burgundy Customers.
• Achieve set target of revenue from mapped customers.
• Provide premium customer service delivery.
• Manage the Burgundy portfolio through client outreach.
• Achieve monthly assigned revenue targets through effective cross-sales.

Skills

Good communication skills in both English and local language

Excellent lead generation and conversion skill

Ability to handle pressure and meet deadlines

High sales orientation

Knowledge of Mutual Fund and insurance products

Education

Graduate or Post graduate from a recognized institution

Job description

Virtual Relationship Manager: Burgundy - Mumbai

Job location - Ghansoli, Mumbai

Contact Name : Ganesa Subramanian

Number / Whatsapp : [phone]

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

• Work within the RM Hub to cater the service needs of Burgundy Customers through remote digital media such as phone call and email.
• Achieve set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.
• Provide premium customer service delivery to the mapped Burgundy portfolio.
• Work on CASA deepening and NTB lead generation.
• Assist in providing NDIAS services.
• Manage the Burgundy portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
• Achieve monthly assigned revenue targets through effective cross- sales generating fee income across Investment, Assets, Cards and Liability products.
• Effectively utilise all applications, tools, and databases used to process transparent end-to-end client support.
• Strictly adhere to internal control policies and ensure that the organisation’s activities comply with all regulatory, legal, and governmental regulations.
• Upsell, cross-sell, and provide regular market information and updates to customers.
• Provide 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+ years relevant role in BFSI sector.

Role Proficiencies

• 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 structured 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 India’s most trusted banks and 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.