Pipeline - Relationship Manager-TASC
IDFC FIRST Bank
Date: 2 weeks ago
City: Amritsar, Punjab
Contract type: Full time
Job Requirements
Job Requirements
Role/Job Title: Relationship Manager (TASC)
Function/Department: Branch Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the TASC customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening for the customers of the TASC (Trust, Association, Society, and Club) segment, comprising of Not for Profit Making Business Entities (other than government departments—central, state, or local bodies) registered as trust societies. The role bearer is responsible for acquiring NTB TASC clients and servicing the existing relationships contributing to the larger branch banking channel objectives.
Roles & Responsibilities:
Graduation: Any Discipline
Experience: 5-10 years of relevant branch banking experience
Job Requirements
Role/Job Title: Relationship Manager (TASC)
Function/Department: Branch Banking
Job Purpose:
The role entails deepening the relationship by providing solutions to meet the requirements of the TASC customers and ensuring value-added customer service. The role will closely collaborate with the product and operations teams to drive effective customer acquisition, servicing, and deepening for the customers of the TASC (Trust, Association, Society, and Club) segment, comprising of Not for Profit Making Business Entities (other than government departments—central, state, or local bodies) registered as trust societies. The role bearer is responsible for acquiring NTB TASC clients and servicing the existing relationships contributing to the larger branch banking channel objectives.
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 also 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 stock brokers.
- 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.
- Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
- Recommend process changes in order to improve service efficiency and quality across the branch network.
Graduation: Any Discipline
Experience: 5-10 years of relevant branch banking experience
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