Relationship Manager-TASC

Job Requirements About the Role

The Relationship Manager – TASC is responsible for managing and deepening relationships with clients in the TASC segment (Trusts, Associations, Societies, and Clubs), which includes not-for-profit entities excluding government bodies. The role focuses on understanding client needs, enhancing account profitability, and delivering value-added services. The incumbent will collaborate with product and operations teams to drive acquisition, servicing, and cross-selling initiatives, contributing to the overall objectives of the branch banking channel.

Key Responsibilities

Primary Responsibilities

• Increase liabilities by enhancing balances in existing TASC accounts and improving customer profitability.
• Monitor inflows and outflows in mapped accounts and proactively identify business opportunities.
• Establish strong connections with clients through regular communication and share insights on interest rates, exchange rates, and product offerings.
• Generate new leads through referrals from existing clients, brokers, and other sources.
• Drive customer engagement by cross-selling investment products (e.g., life insurance, general insurance, gold coins) and non-investment products (e.g., forex, remittances, loans).

Secondary Responsibilities

• Evaluate growth strategies based on competitor analysis and feedback from various channels.
• Recommend process improvements to enhance service efficiency and quality across the branch network.

What We Are Looking For

Education

• Graduate in any discipline (Full time)

Experience

• 5 to 10 years of relevant experience in branch banking, preferably with exposure to the TASC segment.

Skills and Attributes

• Strong relationship management and client servicing skills.
• Good understanding of banking products and regulatory requirements.
• Ability to identify and capitalize on cross-sell opportunities.
• Fluent in English with excellent interpersonal skills.
• Analytical mindset with strategic thinking capabilities.
• Customer-centric approach with a focus on service excellence.