Relationship Manager - TASC (Location: Pune)
Published date: 2024/01/10
- Location: Pune, Maharashtra, India
Relationship Manager - TASC (Location: P...MFT6681
Retail BankingPune
Required Experience
5 - 10 Years
Posted On
06 May 2023
Basic Section
No. Of Openings
5
Grade
NA1
Designation
Others
Closing Date
31 Dec 2023
Organisational
Organisation
CSB Bank
Organization Unit
Retail & SME (Business And Risk), Operations & IT
Sub Org Unit 1
Retail Banking
Sub Org Unit 2
Product Mgmt - Retail Liabilities
Sub Org Unit 3
TASC & Govt Business
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Branch/Department Code
995
Branch/Department Name
HO - CASA And Branch Strategy
Country
India
Geographic Zone
West
State
Maharashtra
City
Pune
Worksite
Pune
Worksite Code
230
Skills
Skill
SALES & MARKETING SKILLS
COMMUNICATION
ACHIEVEMENT ORIENTATION
STRATEGY
PLANNING
Minimum Qualification
ANY GRADUATION
CERTIFICATION
No data available
Working Language
No data available
Job Description
• Sourcing of new TASC and Institutional relationships ·
• Onboarding of sourced accounts ·
• Cross sell of insurance and retail asset products
• Sourcing of New Accounts a. Area mapping of the assigned area for identifying the potential of the area with respect to major institutions I organizations and Government Offices
• Referral based activity by engaging with the existing TASC customers c. Achievement of allocated sourcing budget in terms of numbers & value Timely onboarding of new customers to bank by ensuring that deliverables reach the customers
• Activating transactions in the account
• Increase wallet-share by cross-selling & up selling b. Seek the support of Insurance / retail loans / SME loans / other teams for cross selling c. convert CSB accounts as primary accounts of customers
• .Any other duties and responsibilities, assigned by the Bank
Retail BankingPune
Required Experience
5 - 10 Years
Posted On
06 May 2023
Basic Section
No. Of Openings
5
Grade
NA1
Designation
Others
Closing Date
31 Dec 2023
Organisational
Organisation
CSB Bank
Organization Unit
Retail & SME (Business And Risk), Operations & IT
Sub Org Unit 1
Retail Banking
Sub Org Unit 2
Product Mgmt - Retail Liabilities
Sub Org Unit 3
TASC & Govt Business
Sub Org Unit 4
Others
Sub Org Unit 5
Others
Sub Org Unit 6
Others
Branch/Department Code
995
Branch/Department Name
HO - CASA And Branch Strategy
Country
India
Geographic Zone
West
State
Maharashtra
City
Pune
Worksite
Pune
Worksite Code
230
Skills
Skill
SALES & MARKETING SKILLS
COMMUNICATION
ACHIEVEMENT ORIENTATION
STRATEGY
PLANNING
Minimum Qualification
ANY GRADUATION
CERTIFICATION
No data available
Working Language
No data available
Job Description
• Sourcing of new TASC and Institutional relationships ·
• Onboarding of sourced accounts ·
• Cross sell of insurance and retail asset products
• Sourcing of New Accounts a. Area mapping of the assigned area for identifying the potential of the area with respect to major institutions I organizations and Government Offices
• Referral based activity by engaging with the existing TASC customers c. Achievement of allocated sourcing budget in terms of numbers & value Timely onboarding of new customers to bank by ensuring that deliverables reach the customers
• Activating transactions in the account
• Increase wallet-share by cross-selling & up selling b. Seek the support of Insurance / retail loans / SME loans / other teams for cross selling c. convert CSB accounts as primary accounts of customers
• .Any other duties and responsibilities, assigned by the Bank
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