Geography Cross-sell and Portfolio Manager

1 month ago


Mumbai, Maharashtra, India Axis Bank Full time

Geography Cross-sell and Portfolio Manager Role

Axis Bank is seeking a skilled Geography Cross-sell and Portfolio Manager to join our team. The successful candidate will be responsible for driving liability and third-party products, ensuring regular coordination with MEG GHs, State Heads, and RMs, and achieving desired productivity and PPC growth.

About the Role

The Geography Liability Portfolio Manager will be a key resource well-versed in liability products such as Current Accounts/Term Deposits and will drive other cross-sell products like Burgundy Private, SA VCIP, GI, and LI for MEG customers. The candidate will develop strategies and campaigns within geography to ensure liability and third-party budgets are met.

Key Responsibilities

  1. Account planning: Plot cross-sell products missing against each account, set up a plan, and ensure delivery.
  2. Regular cadence with branch banking team: Monitor lead progress, assess quality and quantity of leads, and coordinate with RMs, customers, and branch banking teams.
  3. Liability book growth: Ensure desired growth of liability book across products such as CA CDAB, Term Deposit, and Salary Accounts in MEG.
  4. CA and CMS fees growth: Ensure regular cadence with Burgundy Private, LI, GI, and Salary teams to track and onboard ETB and NTB customers.
  5. RM training: Train RMs on liability products and third-party products such as LI and GI.
  6. SP certification: Ensure 100% SP certification for RMs.

Qualifications

Optimal qualification for success on the job is an MBA, CA, or other postgraduate qualification. Experience: min 5-8 years handling liability sales, branch banking, third-party products, etc.

Role Proficiencies

For successful execution of the job, a candidate should possess the following: a go-getter attitude, in-depth knowledge of various liability products, CMS, and third-party products, and good communication and inter-personal skills.



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