Relationship Manager-TASC

3 years

0 Lacs

Agra, Uttar Pradesh, India

Posted:1 week ago| Platform: Linkedin logo

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Skills Required

portfolio research analysis transactions crm service resolve finance communication negotiation software management

Work Mode

On-site

Job Type

Full Time

Job Description

Job Requirements Job Title: Relationship Manager-TASC Job Category: Retail Banking IDFC FIRST Bank is seeking a highly motivated and experienced Relationship Manager-TASC to join our Retail Banking team in Agra, Uttar Pradesh, India. As a Relationship Manager-TASC, you will be responsible for managing and growing the bank's relationship with Trade, Associations, Societies, and Clubs (TASC) clients. Key Responsibilities Develop and maintain relationships with TASC clients to increase business opportunities and revenue for the bank Understand the financial needs of TASC clients and provide them with suitable banking solutions Cross-sell various retail banking products such as savings accounts, current accounts, fixed deposits, and loans to TASC clients Achieve assigned sales targets and contribute to the overall growth of the Retail Liabilities portfolio Conduct regular market research and competitor analysis to identify potential TASC clients and stay updated on industry trends Collaborate with internal teams such as credit, operations, and product to ensure smooth and timely delivery of services to TASC clients Maintain accurate and up-to-date records of all TASC clients and their transactions in the bank's CRM system Provide excellent customer service and resolve any issues or complaints raised by TASC clients in a timely manner. Requirements Bachelor's degree in Business Administration, Finance, or a related field Minimum of 3 years of experience in retail banking, with a focus on TASC clients Proven track record of achieving sales targets and building strong relationships with clients In-depth knowledge of retail banking products and services Excellent communication, negotiation, and interpersonal skills Ability to work independently and as part of a team Proficient in MS Office and CRM software Willingness to travel within the assigned territory as needed If you are a driven and results-oriented individual with a passion for sales and relationship management, we encourage you to apply for this exciting opportunity at IDFC FIRST Bank. We offer a competitive salary, attractive benefits, and a dynamic work environment where you can grow and develop your career. Join us and be a part of our journey to become the leading retail bank in India. Show more Show less

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IDFC FIRST Bank
IDFC FIRST Bank

Banking and Financial Services

Chennai

N/A Employees

2100 Jobs

    Key People

  • V. Vaidyanathan

    Managing Director & CEO
  • Vishal Kothari

    Group Chief Financial Officer

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