VRM – Virtual Relationship Manager – Axis Bank
Job location: Noida
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 part of Outbound Contact Centre, the candidate would 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.
About the Role
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 is 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
- Work within the RM Hub to cater the service needs of Priority Customers.
- Achieve the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to the candidate.
- Provide premium customer service delivery to the mapped Priority portfolio.
- Work on CASA deepening and NTB lead generation.
- Assist in providing NDIAS services.
- 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; proficient with systems related to banking transactions and services.
- Strictly adhere to internal control policies; ensure that the organization's activities are carried out in accordance with all regulatory, legal and governmental regulations.
- Up sell, cross sell, provide regular market information and updates to the customers; create a superior customer experience; act as the single point of contact for customers' banking requirements.
Preferred Candidate Profile
- Candidates with good English communication skills.
- Graduate or post graduate from a recognized institution.
- 2‑5 years relevant role/BFSI sector.
Role Proficiencies
- 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 part of a team.
- High sales orientation to meet 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 structured products.
- Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.