Relationship Manager-TASC
IDFC FIRST Bank
Date: 2 weeks ago
City: Navi Mumbai, Maharashtra
Contract type: Full time
Job Requirements
About the Role
The Relationship Manager – TASC is responsible for managing and deepening relationships with clients in the TASC segment (Trusts, Associations, Societies, and Clubs), which includes not-for-profit entities excluding government bodies. The role focuses on understanding client needs, enhancing account profitability, and delivering value-added services. The incumbent will collaborate with product and operations teams to drive acquisition, servicing, and cross-selling initiatives, contributing to the overall objectives of the branch banking channel.
Key Responsibilities
Primary Responsibilities
Education
About the Role
The Relationship Manager – TASC is responsible for managing and deepening relationships with clients in the TASC segment (Trusts, Associations, Societies, and Clubs), which includes not-for-profit entities excluding government bodies. The role focuses on understanding client needs, enhancing account profitability, and delivering value-added services. The incumbent will collaborate with product and operations teams to drive acquisition, servicing, and cross-selling initiatives, contributing to the overall objectives of the branch banking channel.
Key Responsibilities
Primary Responsibilities
- Increase liabilities by enhancing balances in existing TASC accounts and improving customer profitability.
- Monitor inflows and outflows in mapped accounts and proactively identify business opportunities.
- Establish strong connections with clients through regular communication and share insights on interest rates, exchange rates, and product offerings.
- Generate new leads through referrals from existing clients, brokers, and other sources.
- Drive customer engagement by cross-selling investment products (e.g., life insurance, general insurance, gold coins) and non-investment products (e.g., forex, remittances, loans).
- Evaluate growth strategies based on competitor analysis and feedback from various channels.
- Recommend process improvements to enhance service efficiency and quality across the branch network.
Education
- Graduate in any discipline (Full time)
- 5 to 10 years of relevant experience in branch banking, preferably with exposure to the TASC segment.
- Strong relationship management and client servicing skills.
- Good understanding of banking products and regulatory requirements.
- Ability to identify and capitalize on cross-sell opportunities.
- Fluent in English with excellent interpersonal skills.
- Analytical mindset with strategic thinking capabilities.
- Customer-centric approach with a focus on service excellence.
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