Virtual Relationship Manager- NRI - US

Axis Bank; Bengaluru; On-site; INR 450,000 - 600,000; Full time

Job summary

Axis Bank is seeking a relationship manager in Bengaluru to drive revenue from a mapped customer base, while delivering premium service to Priority portfolio clients. The role focuses on CASA deepening, NTB leads, and cross-selling across investment, assets, cards, and liabilities.

The candidate should possess strong banking systems knowledge, excellent English and local language communication, and a proactive sales mindset with experience in the BFSI sector.

Qualifications

• Graduate or Post graduate from a recognized institution.
• 2–5 years relevant BFSI experience.

Responsibilities

• Achieve revenue targets from a mapped set of customers including cross-sell to IPG.
• Provide premium service to Priority portfolio customers.
• Drive CASA deepening and NTB lead generation.
• Upsell and cross-sell across Investments, Assets, Cards and Liabilities.
• Maintain client relationships and monitor banking needs.
• Adhere to internal controls and regulatory requirements.

Skills

Banking systems proficiency

English and local language

Lead generation

Sales orientation

Teamwork

Pressure handling

Relationship management

Investment products knowledge

Mutual funds & insurance knowledge

Education

Graduate or Post graduate from a recognized institution

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

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.