Relationship Manager-TASC

Job Description Form

Role/Job Title -

Relationship Manager - TASC

Place of work -

Mumbai

Geographic Coverage -

Business -

Retail Banking

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 TASC (Trust, Association, Society and Club) segment comprising of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, 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 –

Key / Primary Responsibilities of the Role - List the primary deliverables

"- Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing larger share of Wallet

Review the inflows and outflows in the mapped TASC accounts and also proactively identify business generation opportunities
Establish close connect 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, 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
Secondary Responsibilities - List the deliverables other than primary, but essential for the role

"- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers

Recommend process changes in order to improve service efficiency and quality across the branch network"
Key Success Metrics

Customer Acquisition targets, Product Cross Sell targets

Qualifications

Graduate - Any (Full Time)

Post Graduate - MBA preferred (Full Time)

Experience

Minimum Number of Years - 10+ years of relevant branch banking experience

Industry - BFSI

Functional Area - Retail Banking