Relationship Manager-TASC

IDFC FIRST Bank


Date: 3 weeks ago
City: Agra, Uttar Pradesh
Contract type: Full time
Job Requirements

Job Description: Relationship Manager-TASC at IDFC FIRST Bank

Company Overview

IDFC FIRST Bank is a leading private sector bank in India, committed to providing innovative financial solutions to its customers. With a strong focus on customer satisfaction and employee development, we are looking for a dynamic and driven individual to join our team as a Relationship Manager-TASC.

Job Title: Relationship Manager-TASC

Job Type: Full-Time

Job Category: Retail Banking

Department: Retail Banking > Retail Liabilities > Sales > TASC

Location: Dehradun, Uttarakhand, India

Additional Parameters

  • Minimum 2 years of experience in sales or relationship management in the banking or financial services industry
  • Knowledge of TASC (Trusts, Associations, Societies, and Clubs) segment is preferred
  • Excellent communication and interpersonal skills
  • Ability to work in a target-driven environment
  • Willingness to travel within the assigned territory

Job Summary

As a Relationship Manager-TASC, you will be responsible for managing and growing the TASC portfolio of the bank in the Dehradun region. You will be the primary point of contact for TASC clients, building and maintaining strong relationships to drive business growth.

Key Responsibilities

  • Identify and acquire new TASC clients through various channels such as referrals, cold calling, and networking
  • Understand the financial needs of TASC clients and provide them with suitable banking solutions
  • Cross-sell other banking products and services to TASC clients to increase revenue
  • Build and maintain strong relationships with existing TASC clients to ensure customer satisfaction and retention
  • Conduct regular meetings and reviews with TASC clients to understand their changing needs and provide them with customized solutions
  • Collaborate with internal teams such as credit, operations, and product to ensure smooth and timely delivery of services to TASC clients
  • Keep updated on industry trends, market developments, and competitor activities to identify potential business opportunities
  • Achieve individual and team targets set by the bank

Qualifications

  • Bachelor's degree in Business Administration, Finance, or a related field
  • Minimum 2 years of experience in sales or relationship management in the banking or financial services industry
  • Knowledge of TASC segment and its banking requirements
  • Proven track record of meeting and exceeding sales targets
  • Excellent communication and interpersonal skills
  • Strong negotiation and relationship-building skills
  • Ability to work independently and in a team
  • Proficient in MS Office and CRM software

We offer a competitive salary and benefits package, along with opportunities for career growth and development. If you are a self-motivated and results-driven individual with a passion for sales and relationship management, we would love to hear from you. Apply now to join our team at IDFC FIRST Bank as a Relationship Manager-TASC.

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