Relationship Manager-TASC-Bangalore

Job Description:

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

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 and other channels
• Involved in increasing customer engagement through cross - selling CMS products and services

Secondary Responsibilities

• 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