Axis Virtual Centre engages with Axis Bank customers and prospects through digital channels to deliver seamless servicing and drive business outcomes. The team focuses on enhancing customer experience while achieving revenue through cross-sell and upsell opportunities.
Role Overview
Virtual Relationship Managers act as a single point of contact for customers banking needs. The role involves managing existing customer portfolios, driving cross-sell of financial products, and delivering premium customer experience through digital channels such as calls and emails.
Key Responsibilities
- Achieve assigned revenue targets through cross-sell (IPG, Assets, Cards, Liabilities)
- Manage and service a mapped Priority customer portfolio
- Drive CASA deepening and NTB lead generation
- Ensure effective upselling and cross-selling of banking products
- Build strong customer relationships through continuous engagement
- Provide market updates and financial product insights to customers
- Deliver superior customer service through digital interaction channels
- Ensure usage of systems/tools for seamless end-to-end servicing
- Adhere strictly to compliance, regulatory, and internal policies
Eligibility Criteria
- Graduate / Post Graduate (mandatory)
- 25 years of experience in BFSI / Sales / Relationship Management
- Prior experience in sales and cross-selling roles
- Age: 20 to 35 years
Required Skills
- Strong communication skills (English + regional language)
- High sales orientation and target-driven approach
- Good understanding of banking products and services
- Knowledge of Mutual Funds, Insurance, PMS & structured products
- Ability to work under pressure and meet deadlines
- Robust team collaboration skills