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
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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager | TASC position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
