Virtual Relationship Manager

Axis Bank; Bengaluru; On-site; INR 600,000 - 900,000; Full time

Job summary

Axis Bank Limited in Bengaluru is seeking a Relationship Manager to manage the Priority portfolio and drive revenue through cross-selling across investment, assets, cards and liabilities while delivering premium customer service.

You will deepen CASA, generate NTB leads, and actively upsell to match client needs. The role requires 2–5 years in BFSI, a Graduate/PG, and strong communication in English and local language.

Qualifications

• Graduate or Postgraduate from a recognized institution.
• 2–5 years in BFSI sector.

Responsibilities

• Achieve revenue targets from the mapped set of customers.
• Provide premium service to mapped Priority portfolio.
• Deepening CASA, NTB lead generation and cross-sales.
• Upsell and cross-sell across Investment, Assets, Cards and Liabilities.

Skills

Excellent communication

Sales orientation

Teamwork

Pressure handling

Education

Graduate or Postgraduate

Tools

Banking software

Job description

Job Location

Axis Bank Limited, Crescent 3, 10th floor , Prestige Shantiniketan, Hoodi Main Road, Whitefield. Bangalore 560048

Key Responsibilities

• Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to them
• Provide premium customer service delivery to their mapped Priority portfolio.
• Responsible for CASA deepening, NTB lead generation and for providing assistance in NDIAS services
• Responsible for up selling, cross- selling, providing regular market information and updates to the customers
• Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.
• Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.
• Effectively utilize all applications, tools, and databases used to process transparent end to- end client support.
• Strictly adhere to internal control policies and ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations

Qualifications

Optimal qualification for success on the job is:

• Graduate or Post graduate from a recognized institution.
• 2- 5 years relevant role/ BFSI sector.

Role Proficiencies

• Proficiency in systems related to Banking transactions and services.
• 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.