Virtual Relationship Manager (AVC: SKY)

3 - 8 years

3 - 7 Lacs

gurugram delhi / ncr

Posted:6 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Contact Person: Risha Jain

Anjali3.Shukla@axisbank.com

Virtual Relationship Manager (AVC: SKY)

Grade:

About Axis Virtual Centre

Axis Virtual Centre connects with customers virtually through digital channels, delivering seamless service and leveraging opportunities for cross-sell and upsell of financial solutions.

Role Overview

The Virtual Relationship Manager (VRM) manages a portfolio of clients, driving balance sheet growth and cross-selling third-party products. The role focuses on deepening ETB (Existing to Bank) and acquiring NTB (New to Bank) relationships through superior engagement and financial advisory.

Key Responsibilities

  • Engage clients to assess financial needs and provide tailored solutions
  • Review client data and align investment goals with appropriate products
  • Achieve product-wise targets and cross-sell based on demographics and risk profile
  • Acquire, deepen, and upgrade ETB/NTB relationships
  • Ensure compliance with regulatory norms and uphold ethical standards

Qualifications

  • Postgraduate from a recognized institute
  • 5-8 years of experience in BFSI sector
  • AMFI, IRDA & PMS certifications

Role Proficiencies

  • Strong knowledge of banking products, industry trends, and regulations
  • Excellent communication skills (English & local language)
  • Ability to manage complex client situations and risk
  • High resilience and ability to meet deadlines

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Axis Bank

Banking

Mumbai