Relationship Officer

Axis Bank; Mumbai; On-site; INR 350,000 - 550,000; Full time

Job summary

Axis Bank in Mumbai is seeking a dynamic sales professional to drive customer acquisition and banking product sales. Freshers and experienced candidates are welcome to apply, with opportunities for growth in a customer-facing role.

You will be responsible for meeting monthly and quarterly targets, building strong customer relationships, and coordinating with internal teams for documentation and disbursement while ensuring compliance with policies and regulations.

Qualifications

• Graduate preferred; freshers and experienced candidates can apply.
• Experience in banking/financial sales is a plus.
• Knowledge of banking products is beneficial.

Responsibilities

• Generate new leads through field visits, references, cold calling and other channels.
• Identify customer requirements and recommend banking/financial products.
• Achieve monthly and quarterly sales targets.
• Develop and maintain relationships with customers.
• Explain product features, eligibility criteria and documentation.
• Follow up with leads and ensure timely conversion.
• Coordinate with internal teams for documentation, verification, processing and disbursement.
• Maintain records of customer interactions, leads and activities.
• Ensure compliance with company policies and regulatory requirements.
• Provide regular sales and performance updates to the reporting manager.

Skills

Communication skills

Interpersonal skills

Negotiation abilities

Target-oriented

Self-motivated

Customer relationship management

MS Office knowledge

Education

Graduate degree

Tools

MS Office

Job description

Job Responsibilities:

• Generate new leads through field visits, references, cold calling, and other sales channels.
• Identify customer requirements and recommend suitable banking/financial products.
• Achieve monthly and quarterly sales targets.
• Develop and maintain strong relationships with existing and potential customers.
• Explain product features, benefits, eligibility criteria, and documentation requirements to customers.
• Follow up with leads and ensure timely conversion.
• Coordinate with internal teams for documentation, verification, processing, and disbursement.
• Maintain accurate records of customer interactions, leads, and sales activities.
• Ensure compliance with company policies and regulatory requirements.
• Provide regular sales and performance updates to the reporting manager.

Required Skills:

• Good communication and interpersonal skills.
• Strong convincing and negotiation abilities.
• Target-oriented and self-motivated approach.
• Customer relationship management skills.
• Basic knowledge of banking and financial products.
• Ability to work independently as well as in a team.
• Basic knowledge of MS Office is preferred.

Eligibility:

• Graduate preferred.
• Freshers and experienced candidates can apply.
• Candidates with experience in banking, NBFC, insurance, loans, or financial sales will be preferred.

Key Performance Areas:

• Lead generation
• Customer acquisition
• Sales target achievement
• Lead conversion
• Customer relationship management
• Revenue generation