Job Description

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


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 o 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.