RELATIONSHIP MANAGER TASC - 55657
Position Title Relationship Manager - TASC Grade As per structure
Vertical Branch Banking Location Branches
Business Liabilities Department Liabilities Sales
Position Reporting to Deputy Vice President Branch Banking / Branch Manager
Direct Reports if any NA
Qualification Graduate; 1st division in 10th, 12th and Graduation
Relevant Experience 2 - 4 yrs of Banking expereince, preferably localite, should not be more than 28 yrs of age
Stability <=2 jobs
Functional Competencies Knowledge of TASC Segment and CMS Solutions
KYC Knowledge, Legal & Technical knowledge, Collateral understanding, Good knowledge of the related geography, documentation management
Interpersonal relationship skills and team handling skills. Analytical Skills, interpersonal and communication skills, Well versed with English and local Language , Primary knowledge of Computer, (specifically in Microsoft excel and Microsoft PowerPoint)
Behavioral Competencies Simplicity and Humility, Hard Work and Detailed Orientation, Integrity, Dynamic Growth, Industry Awareness, Customer Focus, Succeed Together, Nurture Talent
Financial Responsibilities Acquisition of HNI TASC accounts specifically accounts of Trust, Associations, Societies, Clubs (TASC) and NGO's
Responsible for managing & maintaining relationships with new & existing TASC clients.
Responsible for acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC
Responsible for managing an Institutional Banking portfolio
Opening TASC accounts and Deliver an excellent service.
Understand TASC KYC / Documentations and Pitch banks USP to TASC stakeholders
Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc.
Leverages the banks relationships with existing institutional accounts by developing and executing with proactive banking solutions
Non-Financial Responsibilities Handle the service requirement of customers, Handle the investment portfolio of the customer
Position our value proposition linking benefits to the customer's key business requirement / issues
Coordinate with the key customers and internal teams to ensure standard service delivery
Ensuring the processes are understood & the same is carried out in regular functioning
Building and maintaining relationship with External (High net worth TASC clients) and Internal stakeholders
Achieve the assigned top line and CASA numbers and values.
Work closely with Branch Banking team to develop sales and acquisition opportunities from this segment
Compliance & Risk Responsibilities Maintaining confidentiality of information gathered from clients.
Maintaining confidentiality of company's information - not to be shared with anybody out of office in any form (Verbal , written , mail or any other form)
Safeguard of company assets provided for serving job responsibilities , like Identity Card , SIM, Marketing material , Computer Systems, Company provided Mobile and printer
Job: Relationship Manager TASC
Primary Location: Maharashtra_Region_MH-MH-1-Mumbai - Borivali
Organization: Liabilities Sales
Job Posting: 04/08/2020, 1:39:06 AM
Recruiter: Sanket Sudhir Patil