Avc:sky - Unit Manger - Wealth

2 days ago

Pune Maharashtra, India Axis Bank Full time

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

  • Avc:sky - Wealth Rm

    2 days ago

    Mumbai, Maharashtra, India Axis Bank Full time

    AVC:SKY - Wealth RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SYK - Unit Manger - Wealth Is a Team leader? No Team Size: NA Grade: Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Gurgaon, Pune, Mumbai, Bangalore, Chennai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and prospects,...

  • Avc:sky - Virtual Rm

    6 days ago

    Mumbai, Maharashtra, India Axis Bank Full time

    AVC:SKY - Virtual RM INTERNAL USAGE: No. of Vacancies: 1 Manager: AVC:SKY - Unit Manager - Tele Is a Team leader? No Team Size: NA Grade: DM/Mgr/SM Business: Retail Banking Department: Axis Virtual Centre Sub-Department: Location: Mumbai, Gurgaon, Pune, Bangalore, Mumbai About Axis Virtual Centre Axis Virtual Centre engages with Axis Banks customers and...

  • Manger / Deputy Manger - Proposals

    1 week ago

    Pune, India VA Tech Wabag Full time

    Role Description WABAG is looking for Manger / Deputy Manger - Proposals, preferably with experience in the water sector as well as industrial projects Roles & Responsibilities - To develop technical solutions by evaluating technologies and processes for wastewater treatment, wastewater recycle and water treatment projects for Global Oil & Gas and...

  • Unit Head

    3 days ago

    Ahmedabad, Mumbai, Pune, India Quotient Consultancy Full time ₹ 30,00,000 - ₹ 50,00,000 per year

    Dear Candidate,Urgent opening with leading Broking Firm.Location : Bangalore and HyderabadCTC : Upto 50 LPAInterested candidate can revert back with updated resume on Any query can call Shrutika : / Role Overview The Wealth ManagerUnit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth...

  • Wealth Manager

    3 days ago

    Bengaluru, Hyderabad, Pune, India Profex Tech Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Role OverviewThe Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for leading and mentoring a team of high-performing Wealth Managers. This role focuses on driving growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and...

  • Wealth Strategies Coordinator

    1 week ago

    Pune, Maharashtra, India AllianceBernstein Full time

    Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

  • Financial Advisor

    1 week ago

    Malad, Mumbai, Maharashtra, India Sensys Technologies Pvt. Ltd Full time

    **Key Responsibilities**: - **Client Relationship Management**: - Develop and maintain strong relationships with clients. - Understand clients’ financial needs, goals, and risk tolerance. - Provide personalized wealth management advice based on client objectives. - **Financial Planning & Advisory**: - Assist clients in creating comprehensive financial...

  • Unit Head

    3 days ago

    Ahmedabad, Jaipur, Pune, India Profex Tech Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesLead, mentor & manage Wealth Managers to achieve business targetsAlign team goals with organizational objectivesDrive HNI/UHNI client acquisition & support in closing high-value dealsDeliver customized wealth solutions (MF, PMS, AIF, Bonds, Insurance, Alternates)Ensure high client engagement with proactive advisoryAchieve P&L targets...

  • Medical Coder

    1 week ago

    Pune, Maharashtra, India Statistical Pharma Full time

    Correspond or meet with providers to resolve abusive billing practices and to reach an appropriate financial settlement - Educate providers on plan policies and guidelines, medical necessity criteria, UM programs correct billing methods and procedure codes by written and verbal communication - Audit documentation to ensure it supports complete, accurate and...

  • Etl, Azure Adf, Data Flows, Synapse Analytics

    1 week ago

    Pune, Maharashtra, India UBS Full time

    India - Information Technology (IT) - Group Functions **Job Reference #** - 288103BR **City** - Pune **Job Type** - Full Time **Your role** - Are you passionate about data and analytics?- Do you take pride in the quality of software delivered for each development iteration? **Your team** - You will be working in the CDIO Wealth Management Taiwan crew....