Tasc Relationship Manager _ Bank

Role & responsibilities

• Acquire & deepen accounts of  Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions  etc with a focus on quality of accounts
• Identify prospective customers & convert them into real business opportunities
• Deepen existing portfolio to ensure customer stickiness
• Meeting targets to achieve the annual business goals
• Periodical planning to review the under-performing customers & draw an action plan for improvement
• Assess & evaluate the client needs & generate new revenue through cross sell opportunities
• Customer Relationship Management for efficient servicing & superior products
• Conduct marketing events & conferences for the new customers
• Monitoring process efficiency and providing inputs for improvement
• Working closely with product team for product customization / product & process improvements
• Gathering Market intelligence & tracking Competition Best Practices
• Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy

Skills Required

Client Acquisition, Liability Products, Revenue Generation, Kyc, Aml, Portfolio Analysis