Walk-in | Virtual Relationship Manager

Axis Bank; Mumbai, Navi Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Axis Bank is seeking an NRI Relationship Manager in Mumbai to drive revenue, deepen NRI relationships, and deliver premium service to a mapped client base. The role emphasizes cross-selling across Investment, Assets, Cards and Liabilities, with strong focus on CASA deepening and NTB lead generation.

Candidates should have solid retail banking knowledge, excellent communication in English and local language, and the ability to work under pressure in a target-driven environment.

Qualifications

• Good interpersonal and analytical skills with strong knowledge of retail banking products.
• Familiarity with digital banking channels and internet-based banking.
• Proficiency in banking systems and related applications and databases.
• Ability to generate leads and convert opportunities in a sales-driven role.

Responsibilities

• Achieve monthly revenue targets from IPG and cross-sell to mapped customers.
• Provide premium service delivery to the mapped NRI portfolio.
• Deepen CASA, generate NTB leads, and assist in NDIAS services.
• Upsell and cross-sell across Investment, Assets, Cards and Liabilities.
• Manage NRI portfolio with ongoing relationship monitoring and banking needs.
• Adhere to internal controls and regulatory requirements.

Skills

Interpersonal skills

Analytical skills

Retail banking knowledge

Digital banking

Internet proficiency

Banking systems knowledge

Tools

Banking software

Job description

Role & responsibilities

Ensure achievement of the set target of revenue (IPG and other cross sell) from the mapped set of customers associated to themProvide premium customer service delivery to their mapped NRI 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 NRI 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

Preferred candidate profile

Inter personal skills, Analytical skills Sound knowledge of retail banking products and Process. Knowledge of digital banking channels like, Internet 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.
• Banking, Mobile App.