![UDYOG HR SOLUTIONS (OPC) PVT. LTD.](https://media.trabajo.org/img/noimg.jpg)
Aspire Rm
2 weeks ago
**Job Title**
Relationship Manager - Aspire Banking
**BU / Department**
Branch and Business Banking
**Grade**
Asst Manager / Deputy Manager / Manager
**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-partyproducts.
**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
cardsad 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
Contact No: 9205476699
**Salary**: ₹200,000.00 - ₹500,000.00 per year
-
Aspire Lifestyle
2 months ago
Mumbai, India Aspire Lifestyles Full time- Driving engagement with affluent customers of our Existing Clients- Executing on agreed engagement initiatives with our clients as per jointly agreed marketing calendars to drive utilization and client ROI - Training the stakeholders of our clients like RMs, Dealers etc. on program nuances so that they can promote the program benefits to their respective...
-
Team Lead, Treasures RM
2 months ago
Mumbai, India DBS Bank Full timeTeam Lead, Treasures RM -(WD53617) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
-
Team Lead, Treasures RM
1 week ago
Mumbai, Maharashtra, India DBS Bank Full timeTeam Lead, Treasures RM -(WD53617) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
-
Team Lead, Treasures RM
3 weeks ago
Mumbai, India DBS Bank Full timeTeam Lead, Treasures RM -(WD53617) As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
-
Treasures Service RM
2 months ago
Mumbai, India DBS Bank Full timeTreasures Service RM-(WD52128) CBG As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
-
Treasures Service RM
3 weeks ago
Mumbai, India DBS Bank Full timeTreasures Service RM-(WD52128) CBG As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal...
-
Treasures Service RM
7 hours ago
mumbai, India DBS Bank Full timeTreasures Service RM-(WD52128) CBG As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and...
-
Treasures RM
1 week ago
Mumbai, Maharashtra, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...
-
Treasures Service Rm
2 months ago
Mumbai, India DBS Bank Full time**CBG** As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers...
-
Treasures Service Rm
2 months ago
Mumbai, India DBS Bank Full time**CBG** As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers...
-
AVP - Premier Financial Consultant
1 week ago
Mumbai, Maharashtra, India HSBC Full timeSome careers open more doors than others.If you're seeking a career that unlocks new opportunities, consider joining HSBC to explore the possibilities. Whether you aspire to reach the pinnacle of success or venture into a thrilling new path, HSBC offers avenues for growth, assistance, and incentives to propel you forward.This job profile offers a...
-
Treasures RM
3 weeks ago
mumbai, India DBS Bank Full timeBusiness Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for...
-
Relationship Manager
2 months ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
-
Relationship Manager
4 weeks ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations. Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai. The...
-
Relationship Manager
1 week ago
Mumbai, Maharashtra, India Circle Wealth Advisors Private Limited Full timeCompany Description Circle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO.Our purpose is to empower clients to achieve their financial aspirations.Role Description This is a full-time on-site role for a Relationship Manager located in Mumbai.The RM...
-
Relationship Manager
3 weeks ago
mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
-
Relationship Manager
2 days ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...
-
AVP - Premier Financial Consultant
4 weeks ago
Mumbai, India HSBC Full timeSome careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. This job profile...
-
Relationship Manager
2 months ago
Mumbai, India Circle Wealth Advisors Private Limited Full timeCompany DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...