Relationship Manager

Aspire RM Wealth & CASA

Role: Aspire Relationship Manager – Wealth & CASA

Job Summary:
We are looking for an Aspire Relationship Manager to manage and grow a portfolio of affluent customers by offering wealth products, CASA, and other banking solutions. The role involves customer acquisition, relationship management, cross-selling, and achieving business targets.

Key Responsibilities:

• Manage and deepen relationships with affluent/HNI customers.
• Acquire and grow CASA through new customer onboarding and referrals.
• Identify customer needs and offer suitable wealth/investment products.
• Cross-sell banking, insurance, investment, and other financial products.
• Drive portfolio growth, revenue, and customer engagement.
• Ensure high-quality customer service and compliance with bank policies.
• Build strong relationships through regular customer interactions.

Key Skills:
Relationship Management | CASA Acquisition | Wealth Management | Cross-Selling | Customer Acquisition | Sales & Business Development

Experience: 1–6 years in banking/financial services, preferably in wealth management, CASA, or relationship management.