Cluster Head TASC

Position

Cluster Head TASC

Business Unit

Retail Banking

Responsibilities

• Understanding Market Opportunities, TASC Business and Cross Sell Revenues
• Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market

Understanding the TASC segment from the perspective of compliance and customer segment requirements

• Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product
• Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities
• Involve different Business Units and product support functions to effectively manage the business opportunity.
• Manage the relationship for 3 months post sourcing and then move relationship to CBL TASC
• Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained
• Working on a segmented CRM with a solution oriented approach for the respective market
• Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

Providing Exceptional Customer Service

• Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customers requirement
• Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business.
• Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account.
• Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements

Training & Self Development

• 7 days on boarding program for CSL TASC before allotment of Branch/cluster
• Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements

Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening.

• Understanding Market Opportunities, TASC Business and Cross Sell Revenues
• Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market

Understanding the TASC segment from the perspective of compliance and customer segment requirements

• Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product
• Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities
• Involve different Business Units and product support functions to effectively manage the business opportunity.
• Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC
• Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained
• Working on a segmented CRM with a solution oriented approach for the respective market
• Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

Providing Exceptional Customer Service

• Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement
• Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business.
• Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account.
• Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements

Training & Self Development

• 7 days on boarding program for CSL TASC before allotment of Branch/cluster
• Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements

Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening.

• Understanding Market Opportunities, TASC Business and Cross Sell Revenues
• Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market

Understanding the TASC segment from the perspective of compliance and customer segment requirements

• Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product
• Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities
• Involve different Business Units and product support functions to effectively manage the business opportunity.
• Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC
• Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained
• Working on a segmented CRM with a solution oriented approach for the respective market
• Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

Providing Exceptional Customer Service

• Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement
• Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business.
• Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account.
• Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements

Training & Self Development

• 7 days on boarding program for CSL TASC before allotment of Branch/cluster
• Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements

Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening.

• Understanding Market Opportunities, TASC Business and Cross Sell Revenues
• Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market

Understanding the TASC segment from the perspective of compliance and customer segment requirements

• Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product
• Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities
• Involve different Business Units and product support functions to effectively manage the business opportunity.
• Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC
• Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained
• Working on a segmented CRM with a solution oriented approach for the respective market
• Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

Providing Exceptional Customer Service

• Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer’s requirement
• Develop healthy working relationships within BU’s to strengthen and improve business output and ease of doing business.
• Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account.
• Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements

Training & Self Development

• 7 days on boarding program for CSL TASC before allotment of Branch/cluster
• Ensure periodic selling skills, personality development & Certifications related trainings to be completed basis business and regulatory requirements

Ensure KYC/AML training of all team members to Drive “First Time Right” documentation for faster account opening.

• Understanding Market Opportunities, TASC Business and Cross Sell Revenues
• Scoping potential & opportunities in assigned markets in line with identifying segments / industries / industries / market

Understanding the TASC segment from the perspective of compliance and customer segment requirements

• Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product
• Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors’ strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities
• Involve different Business Units and product support functions to effectively manage the business opportunity.
• Manage the relationship for 3 months’ post sourcing and then move relationship to CBL TASC
• Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained
• Working on a segmented CRM with a solution oriented approach for the respective market
• Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated