Relationship Manager Aspire Banking

• 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. A. 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 B. QUALIFICATIONS AND EXPERIENCE REQUIREMENT Qualifications Essential Minimum Graduation Preferred B.Com Essential 2-5 years Preferred In Banking C. Organisation network and Interlinkages (To understand who are your Stakeholders) Internal: External: D. COMPETENCY a. Technical Skills Skill Attribute - Detailed Orientation - Communication Skills - Relationship Management b. 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 Job Location:- Andheri