Job Responsibilities:

- Generate new leads through field visits, references, cold calling, and other sales channels.
- Identify customer requirements and recommend suitable banking/financial products.
- Achieve monthly and quarterly sales targets.
- Develop and maintain strong relationships with existing and potential customers.
- Explain product features, benefits, eligibility criteria, and documentation requirements to customers.
- Follow up with leads and ensure timely conversion.
- Coordinate with internal teams for documentation, verification, processing, and disbursement.
- Maintain accurate records of customer interactions, leads, and sales activities.
- Ensure compliance with company policies and regulatory requirements.
- Provide regular sales and performance updates to the reporting manager.

Required Skills:

- Good communication and interpersonal skills.




- Solid convincing and negotiation abilities.
- Target-oriented and self-motivated approach.
- Customer relationship management skills.
- Basic knowledge of banking and financial products.
- Ability to work independently as well as in a team.
- Basic knowledge of MS Office is preferred.

Eligibility:

- Graduate preferred.
- Freshers and experienced candidates can apply.
- Candidates with experience in banking, NBFC, insurance, loans, or financial sales will be preferred.

Key Performance Areas:

- Lead generation
- Customer acquisition
- Sales target achievement
- Lead conversion
- Customer relationship management
- Revenue generation

📌 Relationship Officer (Mumbai)
🏢 Axis Bank
📍 Mumbai