Job Description

:Role/Job Title: Relationship Manager (TASC)Function/Department: Retail LiabilitiesJob 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 the TASC (Trust, Association, Society, and Club) segment, comprising of Not for Profit Making Business Entities (other than government departments-central, state, or local bodies) registered as trust 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:

• Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet.
• Review the inflows and outflows in the mapped TASC accounts and proactively identify business generation opportunities.
• Establish close connections 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, brokers, and stockbrokers.
• Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers.

Secondary Responsibilities:

• Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers.
• Recommend process changes to improve service efficiency and quality across the branch network.

Education Qualification:Graduation: Any GraduateExperience: 5 to 10 years of relevant experience

IDFC FIRST Bank