Tasc Relationship Manager

3 - 8 years

3 - 8 Lacs

Posted:9 hours ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Tasc Relationship Manager

Roles & Responsibilities:

  • Client Acquisition & Nurturing

    : Acquire and nurture institutional clients, including trusts, associations, clubs, societies, and government bodies.
  • Business Development

    : Initiate and follow up on new business opportunities within your assigned region.
  • Portfolio Management

    : Acquire

    CASA

    (Current Accounts & Saving Accounts),

    Term Deposits

    , and manage the relationship value of existing TASC and Government Banking customers.
  • Proactive Solutions

    : Leverage the bank's relationships with existing institutional accounts by developing and executing proactive banking solutions.
  • Customer Service & Advisory

    : Handle the service requirements and manage the investment portfolios of customers.
  • Sales Collaboration

    : Work closely with the Branch Banking team to develop sales and acquisition opportunities from this segment.
  • Target Achievement

    : Achieve the assigned top-line and

    CASA

    numbers and values.

Skills Required:

  • Proven experience in acquiring and nurturing institutional clients.
  • Strong business development and relationship management skills.
  • Expertise in acquiring

    CASA

    and

    Term Deposits

    .
  • Ability to provide proactive banking solutions and manage customer investment portfolios.
  • Excellent collaboration and communication skills for working with internal teams.

QUALIFICATION:

  • Bachelor's or Master's degree in Business, Finance, or a related field, or equivalent experience.

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