AVC: Virtual RM NRI

Axis Bank

0 - 7 years

5 - 13 Lacs

noida

Posted:1 day ago| Platform:

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Skills Required

nri services hni client handling digital banking nri sales casa sales hni mutual funds life insurance phone banking nri banking communication skills general insurance lead generation analytical pms regulatory compliance investment products

Work Mode

Work from Office

Job Type

Full Time

Job Description

We are looking for a dynamic and customer-focused Virtual Relationship Manager to manage our NRI portfolio. The role involves premium service delivery, revenue generation through cross-sell and up-sell, and deepening customer relationships.

Key Responsibilities:

Achieve revenue targets (IPG and cross-sell) from mapped NRI customers.
Provide premium customer service and manage client relationships.
Drive CASA deepening, NTB lead generation, and NDIAS services.
Cross-sell investment, asset, card, and liability products.
Ensure compliance with internal controls and regulatory guidelines.
Use digital tools and systems for end-to-end client support.

Key Relationships:

Internal:
Business, HR, IT, Ops, Risk, Compliance, Marketing
External:
Manpower Vendors, Digital Agencies

Required Competencies:

Strong interpersonal and analytical skills.
Knowledge of retail banking and digital channels.
Excellent communication in English and local language.
Proven lead generation and conversion abilities.
High sales orientation and ability to meet targets.
Teamwork, resilience, and motivation to build new functions.
Familiarity with Mutual Funds, Insurance, PMS, and structured products.

Qualifications & Experience:

Graduate or Postgraduate from a recognized institution.
25 years of relevant experience in BFSI sector.

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