Job Description
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
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
💡 Quick Summary
Seeking a career-building opportunity? The RB|LS|Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai, offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
