Relationship Relationship Manager Aspire Banking

Job Title: Relationship Manager Aspire Banking

Department

• Branch and Business Banking

Grade

• Asst Manager / Deputy Manager

Location

• Branch

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.

KEY POSITION RESPONSIBILITIES

• Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products
• Acquiring new relationships through references and catchment mapping
• Sourcing Family a/cs to strengthen and enhance the relationship
• Cross selling various engagement products - FD, RD, SIP, Locker, debit and credit cards as this is an entry level segment
• Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities
• Ensuring the customers are meeting the criteria for Aspire relationships sourcing quality a/cs
• Achieving CASA and Total Deposit targets set for the RM
• Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers
• Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed
• Channel penetration like netbanking, mobile banking, Bill payments, SI registrations and ASBA setup

QUALIFICATIONS AND EXPERIENCE REQUIREMENT

Qualifications

• Essential: Minimum Graduation
• Preferred: B.Com

Experience

• Essential: 2-5 years
• Preferred: In Banking

Organisation network and Interlinkages

• Internal:
• External:

COMPETENCY

Technical Skills

• Detailed Orientation
• Communication Skills
• Relationship Management

Behavioural Skills

Competencies Attribute

• Professionalism: To conduct your duties with good judgment and in good faith
• Respect: To be sensitive and responsible for what we say and do
• Excellence: To act in a manner that earns the trust and admiration of others
• Entrepreneurial: To be enterprising and take ownership of our actions
• Teamwork: Working collaboratively to achieve the common goals and be successful togethe