RB-LS:Relationship Manager - TASC

The Liability Sales department plays a crucial role in driving the bank’s liability acquisition, asset growth, and retail forex business. Operating through a network of over 2700 branches, the team is responsible for sourcing retail and corporate deposits, managing salary and non-salary accounts, trust accounts, and expanding the forex business. The primary objective is to grow the bank’s retail portfolio by leveraging these diverse channels.

The Relationship Manager – TASC serves as the key point of contact for high-value TASC accounts within assigned markets, which typically include a cluster of branches. This role involves engaging with important clients to deepen relationships by offering a range of cross-holding products tailored to their needs. The RM identifies potential customers and delivers customized solutions to meet their specific requirements, thereby contributing to the bank’s overall growth and customer satisfaction.

Key Responsibilities

- Acquire key TASC customers in collaboration with the Cluster/Circle Head – TASC and respective Branch Heads.
- Build and nurture trusted relationships with a portfolio of major clients.
- Demonstrate a strong understanding of institutional sales, focusing on TASC products, CMS, and digital solutions.
- Expand existing customer relationships by continuously proposing solutions aligned with their objectives.
- Ensure timely and compliant delivery of appropriate products and services to customers.
- Coordinate with key clients and internal teams to maintain high standards of service delivery.
- Address and resolve customer issues and complaints to uphold trust and satisfaction.
- Contribute actively to generating new sales that foster long-term relationships.
- Prepare regular progress reports and forecasts for internal and external stakeholders using key account metrics.

Required Qualifications

- Graduation or Post-Graduation degree, with an MBA in Marketing preferred.
- 4 to 7 years of experience in the BFSI sector.
- Prior experience working with TASC or Government segments in a private banking environment is highly desirable.
- NCFM and AMFI certifications are considered an added advantage.

Role Proficiencies

- Strong knowledge of banking products and services.
- Familiarity with regulatory guidelines and compliance norms.
- Excellent communication skills, both verbal and written, in English and the local language.
- Ability to manage complex client situations effectively.
- Competence in managing risk and uncertainty within a dynamic, priority-driven environment.
- Capacity to work under pressure and meet deadlines consistently.

The bank encourages a diverse and inclusive workforce and welcomes applications from women, LGBTQIA+ individuals, and persons with disabilities of all ages. This role offers an opportunity to be part of a dynamic team committed to delivering exceptional banking solutions and building lasting client relationships.