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Axis Bank

1 month ago

Ludhiana, Punjab, India Axis Bank Limited Full time

Key Responsibilities:

- Provide financial solutions to the NRI customers while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings

- Enrich relationships and garner higher wallet share through customer engagement activities

- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products

- Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

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

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