1. Responsible to generate business from existing customer book, enhance relationships and acquire recent 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 new 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 ad 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
Qualifications and Experience Requirement
Qualifications
- Essential - Minimum Graduation
- Preferred - B.Com
- Essential - 2-5 years
- Preferred - In Banking
Competency
Technical Skills
- Detailed Orientation
- Communication Skills
- Relationship Management
Behavioural Skills
Competencies
- 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
Position - Relationship Manager / Relationship Officer
No of Position - 10+
CTC - Best in Industry (depending on interview discussion)
Experience - 3+ years of Banking / Casa Sales experience.