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Vrinda Global
Aspire Relationship Manager/RMPA
Vrinda Global · posted 1 month ago
Kolhapur
About the role
Job Title
Relationship Manager – Aspire Banking
BU / Department
Branch and Business Banking
Grade
Asst Manager / Deputy Manager / 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 and 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
Minimum Graduation
Preferred
B.Com
Essential
2-5 years
Preferred
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 |