Relationship Manager CASA

1 week ago


Delhi, Delhi, India Synergy Plus Full time ₹ 2,00,000 - ₹ 6,00,000 per year
  • 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

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