CBG RM- Current Account

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

Job summary

Axis Bank, a leading Indian financial services company, seeks an SME corporate banking professional in Mumbai Suburban to acquire new SME customers and provide comprehensive corporate banking solutions. You will maintain detailed customer profiles, engage clients to increase wallet share, and ensure strict adherence to KYC and regulatory requirements.

The role focuses on building long-term relationships by offering trade, Forex, CMS, SME loans, and other corporate products, while meeting monthly

Qualifications

• Client relationship management capability
• Excellent communication skills
• Sales and negotiation ability with target orientation
• Solid financial acumen to analyze financial statements

Responsibilities

• Acquire new to bank SME customers by providing corporate banking solutions 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 and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
• Deepen the existing relationships by providing 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

Skills

Client relationship management

Communication

Sales and negotiation

Financial acumen

Problem-solving

Job description

Role & 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

Preferred candidate profile

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.