Virtual Relationship Manager NRI

Axis Bank; Navi Mumbai, Ahmedabad District; On-site; INR 600,000 - 800,000; Full time

Job summary

Axis Bank in Navi Mumbai is seeking a Virtual Relationship Manager (NRI) for its Outbound Contact Centre. The role focuses on cross-selling loan products and services to existing customers, delivering premium banking support, and meeting revenue targets through effective use of digital channels.

Ideal candidates have 2+ years BFSI experience, graduation, and strong English communication; the job emphasizes customer service, relationship management and up-selling across assets, investments, and

Qualifications

• Minimum 2 years experience in BFSI market.
• Graduation completed with degree certificate.
• Good English communication.
• Graduate or Post graduate in BFSI preferred.
• 2-5 years relevant BFSI role.

Responsibilities

• Handle outbound cross-selling and customer service for Priority Clients.
• Achieve monthly revenue targets from assets, investments, cards, and liabilities.
• Provide premium service and act as single point of contact for banking needs.
• Utilize banking applications and databases for end-to-end support.

Skills

Communication skills

Lead generation

Sales orientation

Teamwork

Education

Graduation completed

Job description

minimum 2 years experience required in BFSI Market

Good English communication

Graduation completed with degree certificate

Virtual Relationship Manager -

VRM - Virtual Relationship Manager NRI - Axis Bank

About OCC

The endeavor of Outbound Contact Centre is to create best in class customer experience through effective use of innovative technology for a sustainable mutually beneficial relationship. As a part of Outbound Contact Centre, he/she would have to support the respective Line of Business to achieve and exceed dial targets through effective use of communication skills. The Axis Outbound Contact Channel will work and focus on a new age technology which will provide the customer with a new and unique banking experience in terms of customer service. Outbound Contact Centre envisages to provide a differential customer experience.

AbouttheRole

Virtual relationship managers are responsible for Cross Selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank. Digital RM is situated in the Outbound Contact Centre and are responsible for selling Loan products and services to customers based on their needs. They are responsible for handling queries to ensure customer satisfaction.

Key Responsibilities

The following to be carried through remote digital media viz. phone call, email:Work within the RM Hub to cater the service needs of Priority Customers.The Digital RM to achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to him/her.The Digital RMs to provide premium customer service delivery to his/her mapped Priority portfolio.The Digital RMs to work on CASA deepening and NTB lead generation.Digital RMs to also assist in providing NDIAS services.Client Outreach - Manage the Priority portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs.Revenue Targets - Achieve the monthly assigned revenue targets through effective cross- sales generating Fee income across Investment, Assets, Cards and Liability products.Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end to- end client support. Proficient with systems related to Banking transactions and services.Controls- Strictly adheres to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.Customer Service and Sales - Up selling, cross- selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer s Banking Requirements.

Preferred candidate profile

Optimal qualification for success on the job is:

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

Role Proficiencies:

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

• 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.