Relationship Manager- Aspire Banking
Ace Talent Consulting India
Location
India | India
Job description
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 - 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
#wealthmanagement #portfoliomanagement #relationshipmanager #hni #hniclienthandling #bfsi #bankingjobs #acetalentconsulting
Job tags
Salary
