AVC : Virtual RM-NRI

JD Format

Job Title

AVC : Virtual RM - NRI

Grade

AM / DM / MGR

Department

Axis Virtual Centre

No. of Positions

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.

Skills Required

Mutual Fund, Lead Generation, Pms, Life Insurance, General Insurance, Mobile App