TASC Relationship Manager

Location : Navi Mumbai

Contact Person : Divya - (phone hidden) , [email protected]

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CTC : 10 lkhs

TASC Relationship Manager (RM) for a cluster is to acquire, manage, and deepen profitable banking relationships with Trusts, Associations, Societies, Clubs (TASC), NGOs, and government/institutional bodies. 

Manage the existing customers of the cluster to ensure best-in-class services and strengthen the relationship B.

KEY POSITION RESPONSIBILITIES

Sr. Key Responsibilities 1 Client Acquisition: Identify and bring on board current high-value institutional clients, such as FCRA entities, hospitals, research bodies, and religious institutions

2 Relationship Management: Build and nurture long-term relationships with key decision-makers and the top management of these organizations to secure deposits and maximize business

3 Financial Solutions: Understand the unique liquidity, investment, and transactional needs of the organization to offer tailored banking solutions

4 Cross-Selling:



Identify opportunities to cross-sell other Bank products, such as payroll management, corporate credit cards, and wealth management

5 Compliance & Monitoring: Ensure all accounts comply with strict regulatory guidelines, internal policies, and compliance procedures

6 Target Audience Understanding: A deep knowledge of sub-segments like educational trusts, housing/credit cooperative societies, and foundations.

C. QUALIFICATIONS AND EXPERIENCE REQUIREMENT Qualifications Essential Graduate and above Preferred Experience Essential 5-7 Years in Banking and Finance Field Preferred TASC &

Institutional Banking D. COMPETENCY REQUIREMENTS a. Technical Skills Skill Attribute Compliance  Strong working knowledge of KYC, AML (Anti-Money Laundering) regulations, and the statutory compliances specific to trusts, association, societies, Co-op Bank & Govt. Institutes

📌 TASC RM -Leading Bank ( Navi Mumbai )
🏢 Quotient Consultancy
📍 Navi Mumbai