Role & responsibilities
Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards
Maintain complete customer profile including the risk profile, demographics and assets in the bank
Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.
Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans
Identify potential customers who can be sold tailored products to enhance product penetration
Acquire recent customers by converting referral leads
Achieve targets as assigned by the organization on a monthly basis
Record and track all engagement activities through the CRM system
Coordinate with Service Team to resolve any issue raised by the client




Comply with KYC/SEBI rules, regulations, and legislation governing the Bank

Preferred candidate profile
Client relationship management: Solid interpersonal skills to build and maintain high trust and long term relationship with clients
Communication: Excellent verbal and communication skills for conveying complex concepts clearly
Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets.
Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice.
Problem-Solving Abilities: Robust analytical and problem-solving skills to address client needs and challenges.

📌 Cbg Rm Current Account Mumbai Suburban
🏢 Axis Bank
📍 Mumbai Suburban