Job Responsibilities:
Generate recent 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, perks, 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