AVC:Virtual RM - Burgundy SKY
RemoteFull-time5–8 yrsPosted 1 week ago
Senior finance role at Axis Bank. Needs 5–8 years and a degree. Remote.
About the role
Relationship Manager is responsible for managing his / her portfolio and drive business through cross sell of third -party products. He/She is also responsible for building balance sheet growth in ETB / NTB relationships.RM will closely work along with Virtual Relationship manager for maximum reach and optimizing business on their existing / NTB relationships.
What you'll do
- Proactively engage with clients to establish financial needs, understand client requirement and provide the best financial solution to their existing and NTB…
- Achievement of product wise targets and cross sell products as per demographics, lifestyle and risk profiling
- Responsible for acquiring deepening and upgrading all ETB and NTB relationships of the bank
- Ensuring a steady granular balance-sheet growth and up migrating clients to the right segment
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation ,its clients and assets
What you need
- Financial statements
- Cross-selling
- Reporting
- Compliance