Aspire Relationship Manager

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