Tasc Relationship Manager - Bank - Jalandhar

Job Description

Role & responsibilities Business Acquisition Acquires new accounts & deepens relationship with accounts of Trusts, Associations, Societies, Club's, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts Identifies prospective customers & convert them into real business opportunities through careful understanding and analysis of customer requirements and accordingly suggests suitable products and solutions Strives to meet and exceed targets to achieve the annual business goals Generate Incremental Business Assesses & evaluates the client needs & generate new revenue through cross sell opportunities Customer Management Deepens existing portfolio to ensure customer stickiness by understanding how the collection of funds happen or if there are any current challenges being faced in the payment cycles. Accordingly propose suitable bouquet of products/solutions to keep customer interest intact and result in higher repeat transactions Conducts Periodic review of under-performing customers & draws an action plan for improvement Ensures superior client experience through prompt response to customer queries and adopting a hands on approach Process Efficiency Monitors process efficiency and provides inputs for improvement Gathers Market intelligence & tracks Competition Best Practices Ensures full awareness of all the policies and procedures issued in relation to products / KYC / AML policy People Management Monitors and enables the achievement of goals and key performance indicators for direct reports and ensures effective implementation of the performance management process in the section. Develops talent within the team by providing guidance, ongoing feedback, coaching and development opportunities to individuals to enable achievement of the defined goals. Risk and Internal Control Responsibilities Follows risk policy and processes to mitigate the operational, regulatory, financial, informational, reputational and audit risks as instructed by the departmental manager. Executes the established internal control systems and compiles relevant information for departmental audits, as necessary.