RB-LS:Relationship Manager - TASC
Published date: 2024/01/10
- Location: Jammu, Jammu Kashmir , India
About Liability Sales:
The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank
About the Role:
The Relationship Manager – TASC is the primary touch point for high value TASC accounts across the Bank. The role engages with the key clientele of the segment within respective assigned markets, encompassing a cluster of Branches to ensure deepening of relationship through various cross holding products. The RM is responsible for identification of potential customers and providing them customized solutions as per their requirements
Key Responsibilities
Acquire Key TASC customers of the market in collaboration with the Cluster/Circle Head – TASC and the Branch Head of the respective Branch.
Develop and nurture trust relationships with a portfolio of major clients
Exhibits proper understanding of institutional sales with thrust on TASC products with CMS and digital solutions
Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
Ensure the correct products and services are delivered to customers in a timely and compliant manner
Coordinate with the key customers and internal teams to ensure service delivery of the highest standards
Resolve any issues and problems faced by customers and deal with complaints to maintain trust
Play an integral part in generating new sales that will turn into long-lasting relationships
Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics
Qualifications:
Optimal qualification for success on the job is:
Graduation/ Post- Graduation (MBA- Marketing preferred)
NCFM and AMFI Certifications is an added advantage
4-7 years of experience in the BFSI sector
Prior work experience in TASC / Government Segment with a Private Bank is desired
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
Knowledge of banking products and services
Knowledge of regulatory guidelines and norms
Good communication (both verbal and written) skill in both English and the local language
Ability to manage complex client situations
Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment
Ability to handle pressure and meet deadlines
#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
The Liability Sales department focuses on the liability acquisition, assets and retail forex business for the bank. The department drives business from 2700+ branches and is responsible for sourcing of retail and corporate deposits, salary and non-salary accounts, trust accounts and forex Business with a view to increase the retail book of the bank
About the Role:
The Relationship Manager – TASC is the primary touch point for high value TASC accounts across the Bank. The role engages with the key clientele of the segment within respective assigned markets, encompassing a cluster of Branches to ensure deepening of relationship through various cross holding products. The RM is responsible for identification of potential customers and providing them customized solutions as per their requirements
Key Responsibilities
Acquire Key TASC customers of the market in collaboration with the Cluster/Circle Head – TASC and the Branch Head of the respective Branch.
Develop and nurture trust relationships with a portfolio of major clients
Exhibits proper understanding of institutional sales with thrust on TASC products with CMS and digital solutions
Expand the relationships with existing customers by continuously proposing solutions that meet their objectives
Ensure the correct products and services are delivered to customers in a timely and compliant manner
Coordinate with the key customers and internal teams to ensure service delivery of the highest standards
Resolve any issues and problems faced by customers and deal with complaints to maintain trust
Play an integral part in generating new sales that will turn into long-lasting relationships
Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics
Qualifications:
Optimal qualification for success on the job is:
Graduation/ Post- Graduation (MBA- Marketing preferred)
NCFM and AMFI Certifications is an added advantage
4-7 years of experience in the BFSI sector
Prior work experience in TASC / Government Segment with a Private Bank is desired
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
Knowledge of banking products and services
Knowledge of regulatory guidelines and norms
Good communication (both verbal and written) skill in both English and the local language
Ability to manage complex client situations
Ability to manage risk and uncertainty for self and team within a dynamic priority-setting environment
Ability to handle pressure and meet deadlines
#ComeAsYouAre "We are dil se open. Women, LGBTQIA+ and PwD candidates of all ages are encouraged to apply"
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