Customer Acquisition (NTB – New To Bank)
Acquire premium savings accounts, salary accounts, and deposits from affluent & HNI customers.
Identify and onboard New-To-Bank (NTB) customers through direct sales, referrals, and corporate tie-ups.
Sales & Revenue Growth
Pitch and cross-sell allied banking products:
Wealth management solutions
Investments (FD, mutual funds, bonds)
Bancassurance / life & general insurance
Premium credit cards and loans
Meet monthly/quarterly sales targets and ensure revenue generation.
Relationship Management
Build and maintain strong relationships with newly acquired premium customers.
Ensure customer satisfaction through high-quality service and quick redressal of queries.
Transition acquired customers to Relationship Managers for long-term servicing.
Market Development
Conduct market mapping, identify potential client segments.
Leverage corporate tie-ups and HNI events for lead generation.
Collaborate with branch teams to maximize acquisition opportunities.
Compliance & Documentation
Ensure complete and correct KYC/AML compliance while onboarding customers.
Adhere to bank policies, RBI regulations, and internal audit norms.
Reporting & MIS
Maintain records of acquisition, sales pipeline, and closures.
Submit daily/weekly MIS reports to sales managers.
Competitive fixed monthly salary
Performance-based incentives/commissions (linked to number/value of premium customers acquired)
Provident Fund (PF), gratuity, and retirement benefits
Concessional interest rates on loans (personal loan, home loan, car loan, etc.) for employees
Group medical insurance (for self & dependents)
Life insurance & accidental insurance coverage
Wellness programs, annual health check-ups
Paid annual leave, sick leave, and casual leave
Maternity / paternity leave
National and festival holidays
Structured training in sales techniques, premium banking products, and compliance (KYC/AML)
Career progression opportunities to Relationship Manager – Premium, Wealth Manager, or Sales Manager roles
Sponsorships for relevant certifications in banking & wealth management
Recognition & reward programs for top performers
Employee assistance programs (counselling, family support)
Transport allowance or company transport (in metro cities)
Employee discounts on credit cards, demat, mutual funds, and insurance products
Axis Bank Limited — Company Profile Network & Presence Total Employees: ~104,400 Branches in India: 5,876 ATMs & Cash Recyclers: 13,941 Overseas Offices: 8 Rural / Semi-Urban Branches: ~47% of total branches... Read More