Relationship Manager - TASC - Bank

- Acquire & deepen accounts of Trusts, Associations, Societies, Club- s, 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