TASC Relationship Manager Opening- Trivandrum

IDFC FIRST Bank

2 - 7 years

3 - 8 Lacs

Kollam Palayamkottai Thiruvananthapuram

Posted:2 hours ago| Platform:

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Skills Required

Tasc Institutional Banking Psu Sales Government Sales Government Banking Institutional Business Government Business Institutional Sales Tasc relationship manager Trust Institutional Business Development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles & Responsibilities:

Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet.
Review the inflows and outflows in the mapped TASC accounts and proactively identify business generation opportunities.
Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stockbrokers.
Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers.

Secondary Responsibilities:

Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
Recommend process changes to improve service efficiency and quality across the branch network.

Preferred candidate profile

shortlisted profile will get a call / mail from the HR.

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