The Relationship Manager (Aspire Banking) is responsible for managing and growing a portfolio of affluent customers by deepening existing relationships, acquiring current customers, and driving business across liabilities, assets, and third-party products. The role focuses on delivering superior customer service while achieving revenue, deposit, and cross-sell targets.
Key Responsibilities
Portfolio & Relationship Management
Manage and service an assigned portfolio of Aspire Banking customers.
Conduct regular customer meetings and engagement activities to strengthen relationships.
Profile customers and identify opportunities for cross-selling banking products and services.
Ensure high customer satisfaction and retention.
Business Acquisition
Acquire recent-to-bank customers through referrals, networking, and catchment area mapping.
Source quality accounts that meet Aspire Banking eligibility criteria.
Expand customer relationships by sourcing family and linked accounts.
Sales & Revenue Generation
Drive growth in CASA and Total Deposit balances.
Cross-sell liability products such as Savings Accounts, Fixed Deposits (FD), and Recurring Deposits (RD).
Promote third-party products including Mutual Funds, Insurance, and SIPs.
Generate fee income through debit cards, credit cards, lockers, investment products, and other banking solutions.
Deepen portfolio penetration through asset products such as Personal Loans, Home Loans, and Loan Against Property (where applicable).
Qualification:
Graduate in any discipline
Experience
2 to 5 years of experience in sales, relationship management, or customer acquisition
Preferred:
Experience in Retail Banking, Branch Banking, Wealth Management, or Financial Services
📌 Relationship Manager Aspire Maharashtra
🏢 RBL Bank
📍 Maharashtra
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