Digital Relationship Manager - CSR/CSE

Reach us: 9390806677/ 6303644373 / 0891-4806677

JD for Relationship Executive (Digital Relationship Manager)

AXIS Remote Banking Prime - ARB Prime is a unit which handles valuable customers of AXIS Bank.

This Unit is responsible for the entire life cycle management of these customers starting from bringing them into the fold of Relationship Management; provide regular servicing/resolution of queries and issues and also cross-sell of other products as per customer requirement. In the unit, each DRM (Digital Relationship Manager) manages a set of customers assigned him. DRM needs to be proficient in the product suite being offered, possess a working knowledge of Retail Asset products, Liability products, Investment options, and portfolio management.

The DRM uses business acumen, operational knowledge, and regular client interaction to identify value-added products and client solutions for cross-selling opportunities. For the customers assigned, the Digital Service officer will have to do continuous and effective prioritization of client needs and inquiries, based on relationship and business needs, to ensure timely and satisfactory service delivery.

Key Responsibilities :

The following to be carried through remote digital media viz. phone call, email, chat, and video interactions:

- Client Outreach - Manage the portfolio through client outreach and continuous monitoring of client relationship including product, portfolio and banking needs

- Relationship Management - To develop and strengthen customer relationships through effective relationship management in accordance with the business goals

- Revenue Targets - Achieve the monthly assigned revenue targets through effective cross-sales generating Fee income across Investment, Assets, Cards and Liability products.

- Technical Skills- Effectively utilizes all applications, tools, and databases used to process transparent end-to-end client support. Proficient with systems related to Banking transactions and services

- Controls- Strictly adhere to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.

- Customer Service and Sales - Upselling, cross-selling, providing regular market information and updates to the customers. Extremely efficient servicing of requests to create a superior customer experience. Act as the Single Point of Contact for customer's Banking Requirements.

Skills Required

- Strong willingness to work in Relationship Management; Banking operations and products including investment products- Prior experience in Sales preferred but not necessary.

- Teamwork, verbal and written excellence, resilience and highly motivated for developing a new department.

- Must be flexible and understanding in challenging and ever-changing environment

Eligibility criteria and the selection process.

- Minimum of 15 Years Education or Graduate with any discipline/waiting for results.

- Excellent communication skills - both written and verbal

Interview process:

- Resume screening

- Written Test (In case of Campus Hiring)

- Group discussion (In case of Campus Hiring)

- Operational round of Interview

- Offer Closure

Documents Requirements for Interview Process:

- Curriculum Vitae with Pan Card or Adhar Card

- Passport Photo (Mandatory)

- SSC, Inter and Graduation Mark-sheet/ Degree and first 3 semester PG mark sheets, 2 set of

Photostat copies each (Originals to be produced at the time of joining for verification purpose)

- Address Proof

Terms and Conditions:

- Work Location: Whitefield Bangalore

- We offer a vibrant working environment with typical office hours from 9.15am to 6.30 pm, 6 days a week (though we won't mind you putting in extra hours!)

- Salary: Average 4lac to 5 lac which is including Fixed & Variables. (No upper limit for Incentives)

Experience - Preferably 1 - 3 years of Retail Branch Banking / Contact Center (Banking Service) experience with flair to sell.

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