Job Summary:
We are looking for an Aspire Relationship Manager to manage and grow a portfolio of affluent customers by offering wealth products, CASA, and other banking solutions. The role involves customer acquisition, relationship management, cross-selling, and achieving business targets.
Key Responsibilities:
Manage and deepen relationships with affluent/HNI customers.
Acquire and grow CASA through recent customer onboarding and referrals.
Identify customer needs and offer suitable wealth/investment products.
Cross-sell banking, insurance, investment, and other financial products.
Drive portfolio growth, revenue, and customer engagement.
Ensure high-quality customer service and compliance with bank policies.
Build robust relationships through regular customer interactions.
Key Skills:
Relationship Management | CASA Acquisition | Wealth Management | Cross-Selling | Customer Acquisition | Sales & Business Development
Experience: 1–6 years in banking/financial services, preferably in wealth management, CASA, or relationship management.