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Axis Finance - Relationship Manager - Retail Business Banking Product

Posted 1 month ago

Relationship Manager - Retail Business Banking Product


Role Overview:

- The Relationship Manager (RM) will focus on acquiring new customers, managing existing client relationships, and driving sales of mortgage products through both direct and channel distribution.

- The role requires excellent sales skills, customer engagement, and market knowledge.

Key Responsibilities:

- Client Acquisition: Identify and onboard new customers for mortgage products through direct and indirect channels.

- Sales Performance: Meet and exceed individual sales targets through proactive engagement and lead conversion.

- Channel Support: Assist channel partners in closing deals and provide product training when needed.

- Customer Service: Provide seamless post-sales support, ensuring a high level of customer satisfaction.

- Market Intelligence: Keep track of market trends, competitor offerings, and customer preferences.

- Documentation & Compliance: Ensure proper documentation and adherence to regulatory requirements.

Key Requirements:

- 2-4 years of experience in Retail Business Banking or mortgage sales.

- Strong sales acumen with a customer-centric approach.

- Ability to work in a fast-paced environment and handle multiple clients.

- Excellent communication and interpersonal skills.

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