Relationship Manager – AspireBanking

2-7 years
a month ago 51 Applied
Job Description

Job Title

Relationship Manager Aspire Banking

BU / Department

Branch and Business Banking

Grade

Asst Manager / Deputy Manager / Manager

Reporting To

Branch Manager

Position Purpose

Responsible to generate business from existing customer book, enhance relationships and acquire new clients. Generation of business through customer engagement for liabilities, assets &third-party products.

A. KEY Position Responsibilities

Sr. Key Responsibilities

1 Portfolio Management regularly contacting and meeting portfolio clients.
Profiling the clients and cross selling various products

2 Acquiring new relationships through references and catchment mapping

3 Sourcing Family a/cs to strengthen and enhance the relationship

4 Cross selling various engagement products- FD, RD, SIP, Locker, debit and credit
cards ad this is an entry level segment

5 Deepening of Portfolio by cross selling various revenue products like Assets,
TPP and Liabilities

6 Ensuring the customers are meeting the criteria for Aspire relationships
sourcing quality

7 Achieving CASA and Total Deposit targets set for the RM

8 Fee Revenue Fee revenue targets to be met by cross selling multiple product
lines to all customers

9 Mandatory certifications (AMFI and IRDA) and other internal training modules
to be completed

10 Channel penetration like net banking, mobile banking, Bill payments , SI
registrations and ASBA setup

B. Qualifications and Experience Requirement

Qualifications

Essential

Minimum Graduation

Preferred

B.Com

Essential

2-5 years

Preferred

In Banking

Bright IT Global Solutions Pvt. Ltd.

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