Key Responsibilities
Business Development
- Acquire current TASC relationships through market mapping, referrals and networking.
- Source Current Accounts, Savings Accounts, Fixed Deposits and other liability products.
- Generate revenue through cross-selling of products such as:
- Trade & Forex
- Cash Management Services (CMS)
- Payment & Collection Solutions
- Corporate Salary Accounts
- Insurance and Investment Products Relationship Management
- Manage a portfolio of existing TASC clients.
- Ensure high customer engagement and retention.
- Conduct regular client meetings to understand business requirements and identify opportunities.
- Resolve customer queries and provide end-to-end service support. Portfolio Growth
- Increase liability balances and CASA book.
- Improve fee income and product penetration.
- Achieve monthly and annual business targets. Risk & Compliance
- Ensure KYC, AML and regulatory compliance as per bank guidelines.
- Maintain portfolio hygiene and documentation standards.
- Adhere to internal audit and operational risk requirements. Market Intelligence
- Track local market opportunities and competitor activities.
- Build relationships with key influencers, trustees, office bearers and decision makers within TASC institutions.
📌 Relationship Manager (Lucknow)
🏢 IndusInd Bank
📍 Lucknow
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