Virtual Relationship Manager

Axis Bank; Hyderabad; On-site; INR 500,000 - 900,000; Full time

Job summary

Axis Bank in Hyderabad invites applications for a Relationship Manager role focused on Priority Banking customers. You will drive revenue through cross-sell of investment, assets, cards and liability products, while delivering premium service to an exclusive client base.

You will strengthen client relationships, generate leads, and ensure compliance with banking regulations. The ideal candidate has 2–5 years in BFSI, strong communication skills in English and local language, and a sales-driven

Qualifications

• Graduate or postgraduate qualification from a recognised institution.
• 2–5 years of experience in BFSI or related roles.
• Proven ability in banking transactions and customer service.

Responsibilities

• Achieve revenue targets from mapped customers through IPG and cross-sell.
• Provide premium service delivery to Priority portfolio clients.
• Deepen CASA, lead NTB generation, and support NDIAS services.
• Upsell and cross-sell across Investment, Assets, Cards and Liabilities.
• Manage the Priority portfolio with client outreach and relationship monitoring.
• Utilize banking tools and ensure end-to-end client support in compliance with regulations.

Skills

Banking systems

Customer communication

Lead generation

Sales orientation

Teamwork

Pressure handling

Investment products knowledge

Mutual funds & Insurance

Education

Graduate or Postgraduate

Job description

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: For successful execution of the job, the candidate should possess the following:

• 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.