- 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
- Portfolio Management regularly contacting and meeting portfolio clients. Profiling the clients and cross selling various products
- Acquiring current relationships through references and catchment mapping
- Sourcing Family a/cs to strengthen and enhance the relationship
- Cross selling various engagement products - FD, RD, SIP, Locker, debit and credit cards as this is an entry level segment
- Deepening of Portfolio by cross selling various revenue products like Assets, TPP and Liabilities
- Ensuring the customers are meeting the criteria for Aspire relationships sourcing quality a/cs
- Achieving CASA and Total Deposit targets set for the RM
- Fee Revenue Fee revenue targets to be met by cross selling multiple product lines to all customers
- Mandatory certifications (AMFI and IRDA) and other internal training modules to be completed
- Channel penetration like netbanking, mobile banking, Bill payments, SI registrations and ASBA setup
- Detailed Orientation
- Communication Skills
- Relationship Management
Behavioural Skills
Competencies Attribute
- Professionalism: To conduct your duties with valuable 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 togethe