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Axis Bank
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AVC:Virtual RM-Priority

AVC:Virtual RM-Priority

Axis Bank

5 - 10 years

2 - 6 Lacs

mumbai navi mumbai

Posted:6 days ago| Platform:

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Skills Required

insurance casa investment cross selling investment products sales life insurance liability products transaction banking bfsi relationship management portfolio lead generation pms client relationship general insurance asset communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Virtual Relationship Managers act as the single point of contact for customer s banking requirements are responsible for the cross selling (assets) business of the bank by exploring business opportunities from existing customers of the Bank The Virtual RM is situated in the Axis Virtual Centre and is responsible for selling loan products and services to customers based on their needs through remote digital media viz phone call, email They are also responsible for ensuring extremely efficient servicing of requests to create a superior customer experience

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 organizations activities are carried out in accordance with all regulatory, legal, and governmental regulations

Qualifications

Graduate or Post graduate from a recognized institution
2- 5 years relevant role/ BFSI sector

Role Proficiencies

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

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Mumbai

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AVC:Virtual RM-Priority