Relationship Manager - TASC (Location: P...MFT6681

Retail BankingPune

Required Experience

5 - 10 Years

Posted On

06 May 2024

Basic Section

No. Of Openings

5

Grade

NA1

Designation

Others

Closing Date

31 Dec 2024

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