Avc:sky - Unit Manger - Wealth
6 days ago
AVC:SYK - Unit Manger - Wealth
INTERNAL USAGE:
No. of Vacancies: 1 Manager: AVC:SKY - Regional Head
Is a Team leader? Yes Team Size: 7-8
Grade: SM/AVP
Business: Retail Banking Department: Axis Virtual Centre Sub-Department: SKY
Location: Gurgaon, Bangalore, Pune, Mumbai, Chennai
About Axis Virtual Centre
Axis Virtual Centre engages with Axis Banks customers and prospects, virtually, through digital media to provide a seamless
experience to customers while fulfilling their service requirements and using the opportunity to provide financial solutions
via cross-sell and upsell.
About the Role
Team Lead Affluent virtual RM is responsible for managing a team of Virtual Relationship Managers and drive productivity and revenue goals for the team. Virtual Team lead has to effectively collaborate with the RM team for building synergy. He is responsible for ensuring engagement across products, Liabilities, assets, Forex ,wealth business and driving thrust on cross sell.
Key Responsibilities
- To ensure VRM is engaging with all his customers regularly and are meeting their revenue goals.
- Daily monitoring of call flow and volumes for the team.
- Conduct supervisory review to increase team productivity.
- Aid the team in their problem area like objection handling, product features, pitching etc.
- Identifying trainings gaps for team and get the same organized with the help of the relevant teams.
- Ensuring all compliance procedures are strictly followed and satisfactory audits are achieved
- Ensuring mínimal customer complaints and ensuring a good NPS score.
- Lead, coach & mentor team regarding sales targets, service expectation, policies and procedures, products and systems. training and motivating the team for overachieving the assigned revenue targets..
- Deepening customer relationships through best in class cm service.
**Qualifications**:
Optimal qualification for success on the job is:
- Post graduate from a recognized institute
- 8- 15 years in a relevant role/ BFSI sector
- AMFI, IRDA & PMS certified
Role Proficiencies:
- Knowledge of industry, technology, marketing, and product trends
- Knowledge of regulatory guidelines and norms
- Good communication (both verbal and written) skill in both English and the local language
- Ability to manage complex client situations
- Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment
- Ability to handle pressure and meet deadlines
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