Relationship Manager- TASC- Kerala

Role & responsibilities

• 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
• Able to develop TASC business through relevant engagements in the local markets , understanding customers requirements on basis of segments and provide solutions
• 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
• KYC & AML to be adhered to at all times , to ensure 100% compliance to required guidelines