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0.0 years

0 Lacs

Ghatkesar, Andhra Pradesh

On-site

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About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience. About the Role: The Video KYC Officer is part of the liability team under AVC, Axis Bank, which handles the NTB acquisitions and liability products. They need to be proficient in the completing the Video based KYC norms to help the customer be digitally on-boarded, and should possess working knowledge of Retail Asset products, Banking operations, Investment options and Card products. The VKYC Officer uses digital skills, operational knowledge and impactful client interactions to deliver on the promise of accurate and compliant VKYC for the customer and ensuring a pleasant journey in digital on boarding process, also exploring for any other up sell/cross-sell opportunities wherever possible. Key Responsibilities: Manage the digital on boarding journey for clients by delivering successful and accurate VKYC which is compliant as per the regulatory requirements, briefing customer’s product basics and mandatory features, advising clients on simple and routine issues to help them connect on Video calls thus delivering our prospective clients a superior customer experience Achieve the monthly assigned business metrics on number of successful VKY completed, occupancy, availability, logged in hours, AHT, adherence and cross-sales generating Fee income across Investment, Assets, and Cards. Utilize effectively all applications, tools, and databases used to process transparent end to-end client support. Strictly adheres to internal control policies. 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: 0-2 year of experience in BFSI industry, preferably in a phone/video banking/telesales setup. Prior experience is Banking ops/Sales preferred but not mandatory. Minimum of 15 Years of formal Education. Role Proficiencies: For successful execution of the job, the candidate should possess the following: Proficient with systems related to Banking transactions and services and simple resolutions for video connects thru different devices. Strong willingness to work in a digital-banking setup Teamwork, verbal and written excellence, resilience and highly motivated. Must be flexible and understanding in a challenging and ever-changing environment Excellent communication skills – both written and verbal #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

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2.0 years

0 Lacs

Ghatkesar, Andhra Pradesh

Remote

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About Axis Virtual Centre: Axis Virtual Centre engages with the Axis Bank customers and prospects, virtually, through digital media to provide a seamless experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions via cross-sell and upsell. The Axis Virtual Centre supports the respective Line of Business to achieve and exceed dial targets through effective use of communication skills and envisages to provide a differential customer experience About the Role: 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 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. #ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"

Posted 2 days ago

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5.0 years

0 Lacs

Ghatkesar, Andhra Pradesh

On-site

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JD Format Job Title AVC:Virtual RM - NRI Grade AM/DM/MGR Department Axis Virtual Centre No. of Positions 1 Location Axis Bank Mumbai : CO No. of Direct Reports NA Job Description Key Responsibility: 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 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 Key Relationships (Internal or External Stakeholders) Internal - Business , HR , IT, Ops, Risk, Compliance, Marketing External - Manpower Vendor, Digital agencies Major Competencies Required 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. Academic Qualifications / Nature of Relevant Work Experience Required Graduate or Post graduate from a recognized institution2||- 5 years relevant role/ BFSI sector.

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