Job Details
Aspire RM- Delhi 27th Feb Drive
Delhi
J O B D E S C R I P T I O N
Job Title Relationship Manager – Aspire Banking
BU /
Department Branch and Business Banking
Location
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.
A. 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
9
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
B. QUALIFICATIONS AND EXPERIENCE REQUIREMENT
Qualifications
Essential Minimum Graduation
Preferred B.Com
Essential 2-5 years
Preferred In Banking
J O B D E S C R I P T I O N
C. Organisation network and Interlinkages (To understand who are your Stakeholders)
Internal:
External:
D. COMPETENCY
a. Technical Skills
Skill Attribute
- Detailed Orientation
- Communication Skills
- Relationship Management
b. Behavioural Skills
Competencies Attribute
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