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FounditPosted on 2026-05-15
Axis Bank Logo

RB - RL&DB:Head - Portfolio Management

Axis Bank

MumbaiFull time15-17 yearsNot Disclosed

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Keywords
ppcbfsisalebranch bankingbrand strategysale performanceProcess Automationbusiness operation + 8 more

Job Description

About Branch Banking
With branches spread across the country, the branches act as the face of Axis Bank for millions of retail customers and is, hence, an integral part of the Bank's strategy. Branches play a major role in deposit mobilization from New-To-Bank (NTB) customers, and are also core drivers of the Bank's customer engagement strategy across products and services

About the Role
The Portfolio Management role is responsible for strategizing, planning and executing customer campaigns, customer communication, customer engagement, customer retention which leads to deepening of ETB book, depletion control and cross sell of asset, cards and fee products.


Key Responsibilities:-

.Book management and deepening of ETB SA customers
.Customer campaign Implementation
.Customer communication and engagement
.Identifying base of customers who can be mapped to RMs across physical and virtual channel
.Enablement of resources with Journeys for Servicing of Customers through physical and digital channels. (Internal Journeys Siddhi etc)
.Increasing PPC, Cross Sell of Asset, Cards and Fee
.Driving Balances for Savings and TD (MDAB)
.Increasing profitability at the customer level
.Creating customer level insights for channels which are engaging with the customer (Physical and Virtual)
.Strategies for the unmapped book to increase profitability and balances
.Analysing sales performance and developing plans/strategies to acquire customers
.Working on brand strategies to leverage the Axis Brand & Values for potential & existing customers
.Engaging with various product teams/ business departments for overall business delivery.
.Facilitation with Tools, Training programs, Sales Drives, Rewards Recognition etc. to ensure sales process is easy and team is motivated
.Create & manage Digital enablers for communication to on-ground staff for driving campaigns & to enable last mile communication.
.Leveraging technology to solve sales penetration concern and driving the solutions to completion.
.Process automation to ensure smooth business operation.


Qualifications
Optimal qualification for success on the job is:
.Graduation / Post-Graduation (MBA-Marketing preferred) from a recognized institute
.15+ years of experience in the BFSI sector

Role Proficiencies:
For successful execution of the job, the candidate should possess:
.Adept at decision making and deriving actionable from data/analytics
.People & Leadership skills
.Strong communication, presentation & interpersonal skills

About The Company

Axis Bank

Axis Bank is the third largest private sector bank in India. The Bank offers the entire spectrum of financial services to customer segments covering Large and Mid-Corporates, MSME, Agriculture and Retail Businesses. The Bank has a large footprint of 5000 domestic branches (including extension counters) with 15,751 ATMs & cash recyclers spread across the country. The Bank has 6 Axis Virtual Centres with over 1,500 Virtual Relationship Managers as on 31st March 2023. The Overseas operations of the Bank are spread over eight international offices with branches in Singapore, Dubai (at DIFC), and Gift City-IBU; representative offices in Dhaka, Dubai, Abu Dhabi, Sharjah and an overseas subsidiary in London, UK. The international offices focus on Corporate Lending, Coverage Business, Trade Finance, Syndication, Investment Banking, Liability Businesses, and Private Banking/Wealth Management offerings. Axis Bank is one of the first new generation private sector banks to have begun operations in 1994. The Bank was promoted in 1993, jointly by Specified Undertaking of Unit Trust of India (SUUTI) (then known as Unit Trust of India), Life Insurance Corporation of India (LIC), General Insurance Corporation of India (GIC), National Insurance Company Ltd. (NIC), The New India Assurance Company Ltd. (NIA), The Oriental Insurance Company Ltd. (OIC), and United India Insurance Company Ltd. (UIIC). The shareholding of Unit Trust of India was subsequently transferred to SUUTI, an entity established in 2003. GIC, NIC, NIA, OIC, UIIC have been reclassified from promoter category to public category. As on March 31, 2023, SUUTI and LIC are the promoters of the Bank. With a balance sheet size of Rs. 13,17,326 crores as on 31st March 2023, Axis Bank has achieved consistent growth and with a 5-year CAGR (2017-18 to 2022-23) of 14% each in Total Assets & Advances and 16% in Deposits.

Company Size10000+
Founded1994
HeadquartersMumbai, Maharashtra
IndustryBanking
TypePublic Company
SpecialitiesCash Management Services, Debt Syndication, M&A Advisory, PE Advisory, Retail Financial Services, Trade Finance, Mortgages, SME Loans, and Banking Services

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