Walk-in | Virtual Relationship Manager

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

Job summary

Axis Bank Limited in Kolkata invites applications for a sales-oriented bank relationship professional focused on Priority portfolio management. You will drive revenue through cross-selling across Investment, Assets, Cards and Liabilities, deepen CASA, and generate NTB leads while delivering premium customer service.

The role demands strong communication in English and local language, target orientation, and the ability to work under pressure within a team to achieve monthly objectives.

Qualifications

• Graduate or postgraduate from a recognized institution.
• 2-5 years of relevant BFSI role experience.

Responsibilities

• Achieve revenue targets from mapped customers in IPG and cross-sell.
• Provide premium service to Priority portfolio customers.
• CASA deepening, NTB lead generation, and for NDIAS services.
• Up-sell/Cross-sell and share market information with customers.
• Manage Priority portfolio with client outreach and relationship management.
• Achieve monthly revenue targets through cross-sale of Investment, Assets, Cards and Liabilities.
• Use applications and tools for end-to-end client support.
• Adhere to internal control policies and regulatory requirements.

Skills

Banking systems

Communication skills

Lead generation

Pressure handling

Teamwork

Sales orientation

Relationship management

Financial products

Education

Graduate or Post graduate

Job description

Job Location:

Axis Bank Limited I 4th floor, Unit 407,Plot No 5,Block:DP I Godrej water side I Tower 2 I Sector 5,Kolkata-700091

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.