RB-LS:Asset Desk Manager

Axis Bank; Dadri; On-site; INR 5,00,000 - 8,00,000; Full time

Job summary

A leading financial institution in India is seeking an Asset Desk Manager to drive retail asset sales and manage business relations with customers. The role involves identifying sales opportunities, achieving sales targets, and ensuring compliance with industry regulations. Ideal candidates should have a graduate degree and possess strong communication skills to excel in a team environment.

Responsibilities

• Identify sales opportunities for Retail Asset products.
• Manage business relations with existing customers.
• Achieve sales targets assigned by the organization.
• Liaison with branches and retail asset team.
• Comply with KYC/SEBI rules and regulations.

Skills

Good communication skills

Lead generation

Ability to handle pressure

Teamwork

Sales orientation

Education

Graduate/Post-Graduation from a recognized institute

Job description

The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex business with a view to increase the retail book of the bank.

Asset Desk Managers (ADM) are responsible for driving the Cross Sell (assets) business of the bank by exploring business opportunities from existing customers of the Bank. ADMs are situated in branches and are responsible for selling asset products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction.

Responsibilities

• Identify sales opportunities for Retail Asset products to existing customers of the Bank along with looking out for acquiring new customers and building new relationships
• Manage business relations with existing customers and branch resources to generate retail asset leads
• Achieve sales targets as assigned by the organization on a monthly basis
• Liaison with the branch and retail asset team to ensure smooth processing of cases
• Comply with KYC/SEBI rules, regulations, and legislation governing the fiduciary services industry

Qualifications

• Graduate/ Post-Graduation from a recognized institute

Role Proficiencies

• Good communication (both verbal and written) skill in both English and the 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