About the role

Job Title

Relationship Manager – Aspire Banking

BU / 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

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 a/cs
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 netbanking, mobile banking, Bill payments , SI registrations and ASBA setup

Qualifications and Experience Requirement

Qualifications	Essential	Preferred
Minimum Graduation	2-5 years	B.Com
	In Banking

Organisation network and Interlinkages (To understand who are your Stakeholders)

Internal:

External:

Competency

Technical Skills	Skill	Attribute
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 together

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Aspire RM