Virtual Relationship Manager, Priority

About the role

Axis Virtual Centre at Axis Bank delivers seamless digital banking experiences to customers. The Virtual Relationship Manager drives cross‑selling of loan, investment and insurance products, manages a priority portfolio, and meets revenue targets through remote phone and email outreach. This role is remote, serving customers from Bidhan Nagar, and offers a collaborative, high‑sales environment.

What you’ll do

• Achieve revenue and cross‑sell targets for assigned priority customers
• Provide premium customer service and manage CASA deepening and NTB lead generation
• Upsell and cross‑sell investment, asset, card and liability products
• Conduct client outreach and monitor relationships for product and banking needs
• Utilize banking applications and tools for end‑to‑end client support
• Ensure compliance with internal controls and regulatory policies

What you’ll bring

Graduate or Post graduate from a recognized institution

Nice to have

• 2-5 years experience in BFSI sector
• Proficiency with banking transaction systems
• Strong lead generation and conversion skills
• Excellent communication in English and local language
• High sales orientation and ability to meet targets
• Knowledge of mutual funds, insurance, PMS and structured products

Skills

Education

Graduate