Investment Relationship Officer – Ahmedabad/Surat/Jaipur

    from 1 to 6 year(s) of Experience
    Ahmedabad, Surat, Jaipur
    Not Disclosed by Recruiter
    Posted: 20 days agoJob Applicants: 2178+Job Views: 7443+

    Job Description

    Roles and Responsibilities

    • Recommend investment products and services as per the needs of the customer
    • Work with the Digital Relationship Manager to deliver Sales target
    • Face to Face Meetings with customers to suggest appropriate investment
    • Closure of the Leads passed by the Digital RM
    • Deepening the client relationship through investment relationship solutions
    • Ensure follow through with customers and referral prospects
    • Solicit clients actively via referrals, as part of self target

    Role Proficiencies:

    Candidate should have minimum experience in Life insurance sales for 1-2 yrs

    Desired Candidate Profile

    • Graduate
    • BFSI Outbound sales Experience
    • x selling, up selling
    • Graduate/ Post Graduate Diploma in Management from an established Business School/University)
    • 1-2 years of experience, preferably as an Investment Manager.

    About the Role

    • OCC is a best in class customer experience set up, with focus on effective use of innovative technology. The Digital Relationship Manager (DRM) is an integral member of the AXIS Remote Banking Team responsible for on-going management of client relationships and act as the client’s single point of contact for the end to end client experience.
    • IRO is key support to DRM to fulfil the IPG leads generated for these HNI customers. The IRO would meet these customers in person and support customers with investment objectives.

    Perks and Benefits

    Salary: Not Disclosed by Recruiter

    Industry:Banking / Financial Services / Broking

    Functional Area:Sales, Retail, Business Development

    Role Category:Sales Support

    Role:Telesales/Telemarketing Executive/Officer

    Employment Type:Full Time, Permanent


    Desired Candidate Profile

    Please refer to the Job description above

    Company Profile

    Axis Bank Limited

    At Axis Bank, we go much beyond addressing the financial needs of our customers. We give them reasons to strengthen their trust in us, at every step. This belief has paid us rich dividends, bringing with it steady growth, rapid expansion and an opportunity for you to propel your career further.

    Axis Bank is expanding and with expansion comes the opportunity to grow and chart your own career path. So, if you are a self-motivated banking professional, looking for opportunities to redefine your career, you might just be the person we require.
    View Contact Details+

    Contact Company:Axis Bank Limited

    Address :Wadia Towers - A, MUMBAI, Maharashtra, India