Assistant Manager - CAT Axis

Key Responsibilities

1. Customer Acquisition & Target Achievement

• Support sales teams in achieving monthly and quarterly acquisition targets.
• Manage lead allocation, follow-up tracking, and improvement of conversion ratios.
• Assist in driving customer acquisition initiatives in Axis branches or partner locations.
• Work with frontline teams to generate high-quality prospects.

2. Performance Monitoring & Reporting

• Maintain and analyze daily/weekly MIS reports for Axis channel performance.
• Track key metrics such as activity levels, pipeline status, conversion rates, and TAT.
• Identify gaps and provide actionable insights to sales leadership.

3. Branch Coordination (Axis Channel)

• Coordinate with Axis Bank branch staff, relationship managers, and sales officers.
• Ensure timely resolution of branch-related queries and support business movement.
• Conduct regular visits or virtual meetings with branches to drive engagement.

4. Process & Compliance

• Ensure 100% adherence to KYC, regulatory, and company audit guidelines.
• Review customer applications for completeness and quality.
• Liaise with operations for smooth processing and to prevent delays or rejections.

5. Customer Experience Management

• Ensure seamless onboarding for new customers acquired through Axis channels.
• Monitor turnaround times and address customer escalations effectively.
• Maintain high service standards for premium or priority customers (if applicable).

6. Sales Support & Enablement

• Provide product updates, process training, and acquisition guidance to frontline teams.
• Assist with branch activations, mini-camps, and sales events.
• Support new joiners by explaining CAT processes and systems.

Qualifications & Experience

• Bachelors degree in Business, Finance, Commerce, or related field.
• Experience working with Axis Bank or any bank-partner channel is an added advantage.
• Familiarity with CRM systems, MIS reporting tools, and sales dashboards.