Relationship Manager-Aspire Banking

Job Title 
Relationship Manager – Aspire Banking 
BU / Department 
Branch and Business Banking  
Grade-Asst Manager / Deputy 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.

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