About the Role
The Relationship Manager – TASC is responsible for managing and deepening relationships with clients in the TASC segment (Trusts, Associations, Societies, and Clubs), which includes not-for-profit entities excluding government bodies. The role focuses on understanding client needs, enhancing account profitability, and delivering value-added services. The incumbent will collaborate with product and operations teams to drive acquisition, servicing, and cross-selling initiatives, contributing to the overall objectives of the branch banking channel.
Key Responsibilities
Primary Responsibilities
Increase liabilities by enhancing balances in existing TASC accounts and improving customer profitability.
Monitor inflows and outflows in mapped accounts and proactively identify business opportunities.
Establish strong connections with clients through regular communication and share insights on interest rates, exchange rates, and product offerings.
Generate new leads through referrals from existing clients, brokers, and other sources.
Drive customer engagement by cross-selling investment products (e.g., life insurance, general insurance, gold coins) and non-investment products (e.g., forex, remittances, loans).
Secondary Responsibilities
Evaluate growth strategies based on competitor analysis and feedback from various channels.
Recommend process improvements to enhance service efficiency and quality across the branch network.
What We Are Looking For
Education
Graduate in any discipline (Full time)
Experience
5 to 10 years of relevant experience in branch banking, preferably with exposure to the TASC segment.
Skills and Attributes
Robust relationship management and client servicing skills.
Good understanding of banking products and regulatory requirements.
Ability to identify and capitalize on cross-sell opportunities.
Fluent in English with excellent interpersonal skills.
Analytical mindset with strategic thinking capabilities.
Customer-centri
📌 Relationship Manager-TASC (Bengaluru)
🏢 IDFC FIRST Bank
📍 Bengaluru
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.