Job Description
Job Title Relationship Manager – Aspire Banking
BU /
Department Branch and Business Banking
Grade Asst Manager / Deputy Manager
Location Branch
Reporting To Branch Manager
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.
• 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
+ 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
• QUALIFICATIONS AND EXPERIENCE REQUIREMENT
Qualifications
Essential Minimum Graduation
Preferred B.Com
Essential 2-5 years
BU /
Department Branch and Business Banking
Grade Asst Manager / Deputy Manager
Location Branch
Reporting To Branch Manager
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.
• 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
+ 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
• QUALIFICATIONS AND EXPERIENCE REQUIREMENT
Qualifications
Essential Minimum Graduation
Preferred B.Com
Essential 2-5 years
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | Aspire Banking|| 28th|Dec position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
