Relationship Manager - Aspire
RBL Bank · Maharashtra
- Experience2–5 yrs
- SalaryDisclosed
- Work modeunknown
- Levelmid
- Posted21 Sept 2026
About RBL Bank
RBL Bank is hiring in Maharashtra in financial services. This role looks for around 2+ years of experience.
Skills
- customer relationship management
- customer acquisition
- retail banking
- branch banking
- CASA
- Fixed Deposits
- Recurring Deposits
- Mutual Funds
- Insurance
- Systematic Investment Plans
- Personal Loans
- Home Loans
- Loan Against Property
- cross-selling
The role
A relationship manager at an affluent banking institution manages customer portfolios and drives retail banking, mutual funds, and insurance growth through customer acquisition and cross-selling. The role builds deposit relationships, personal loans, and investment products while delivering customer retention and financial services engagement.
Full job description
Position Purpose :The Relationship Manager (Aspire Banking) is responsible for managing and growing a portfolio of affluent customers by deepening existing relationships, acquiring new customers, and driving business across liabilities, assets, and third-party products. The role focuses on delivering superior customer service while achieving revenue, deposit, and cross-sell targets.
Key Responsibilities
Portfolio & Relationship ManagementManage and service an assigned portfolio of Aspire Banking customers.Conduct regular customer meetings and engagement activities to strengthen relationships.Profile customers and identify opportunities for cross-selling banking products and services.Ensure high customer satisfaction and retention.
Business AcquisitionAcquire new-to-bank customers through referrals, networking, and catchment area mapping.Source quality accounts that meet Aspire Banking eligibility criteria.Expand customer relationships by sourcing family and linked accounts.
Sales & Revenue GenerationDrive growth in CASA and Total Deposit balances.Cross-sell liability products such as Savings Accounts, Fixed Deposits (FD), and Recurring Deposits (RD).Promote third-party products including Mutual Funds, Insurance, and SIPs.Generate fee income through debit cards, credit cards, lockers, investment products, and other banking solutions.Deepen portfolio penetration through asset products such as Personal Loans, Home Loans, and Loan Against Property (where applicable).
Qualification:Graduate in any discipline
Experience2 to 5 years of experience in sales, relationship management, or customer acquisition
Preferred:Experience in Retail Banking, Branch Banking, Wealth Management, or Financial Services