Description
Responsible for
a) Managing & maintaining relationships with current & existing TASC & GB clients
b) Opening TASC & GB accounts and Deliver an excellent service
c) Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc.
Responsibilities
Acquisition of HNI Govt & Institutional Banking clients eg: Municipal Corporations, State Government Departments, Central Government Departments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defense, Autonomous Bodies, Trust, Associations, Club’s and SocietiesTASC accounts specifically accounts of Trust, Associations, Societies, Clubs (TASC) and NGO's
Responsible for managing & maintaining relationships with recent & existing TASC clients & GB
Responsible for acquisition of CASA,
Term Deposits and managing relationship value ( RV) of existing TASC & GB
Responsible for managing an Institutional Banking portfolio
Opening TASC & GB accounts and Deliver an excellent service
Understand TASC & GB KYC / Documentations and Pitch banks USP to TASC & GB 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
Qualifications
Experience: 3 to 7 Years
Qualification: Graduation minimum
📌 Cluster Relationship Manager Ernakulam
🏢 CSB Bank
📍 Ernakulam
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