Geography Cross-sell and Portfolio Manager
1 month ago
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
- Account planning: Plot cross-sell products missing against each account, set up a plan, and ensure delivery.
- Regular cadence with branch banking team: Monitor lead progress, assess quality and quantity of leads, and coordinate with RMs, customers, and branch banking teams.
- Liability book growth: Ensure desired growth of liability book across products such as CA CDAB, Term Deposit, and Salary Accounts in MEG.
- CA and CMS fees growth: Ensure regular cadence with Burgundy Private, LI, GI, and Salary teams to track and onboard ETB and NTB customers.
- RM training: Train RMs on liability products and third-party products such as LI and GI.
- 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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Mumbai, Maharashtra, India Axis Bank Full timeGeography Cross-sell and Portfolio Development Manager RoleAbout the RoleThe Geography Liability Portfolio Manager will be driving liability and third-party products by ensuring regular coordination with MEG GHs, State Heads, and RMs, ensuring desired productivity and PPC growth. The candidate will be a key resource well-versed in liability products such as...
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