Relationship Manager - TASC Segment

Job Overview

This role focuses on strengthening relationships with TASC (Trust, Association, Society, and Club) clients by offering tailored financial solutions and delivering superior customer service. The Relationship Manager collaborates closely with product and operations teams to foster effective customer acquisition and deeper engagement with nonprofits such as trusts and societies, excluding government entities.

Key Responsibilities

• Drive growth in liabilities by increasing account balances among existing TASC clientele and maximize profitability through expanded wallet share.
• Monitor account inflows and outflows meticulously and proactively identify opportunities to generate new business.
• Maintain strong communication with current clients via emails and calls, providing updates on interest and exchange rates as well as relevant product information.
• Source new TASC customers by leveraging referrals from current clients, brokers, and stock brokers.
• Enhance client engagement through cross-selling various investment and non-investment offerings such as insurance policies, gold coins, forex, remittances, and loan products.

Additional Responsibilities

• Analyze competitor strategies and gather feedback to inform growth tactics.
• Propose improvements to branch processes aimed at elevating service quality and operational efficiency.

Educational and Experience Requirements

Candidates must hold a graduation degree in any discipline and possess between 5 to 10 years of pertinent branch banking experience.