Quotient Consultancy
Website:
quotientconsultancy.com
Job details:
TASC Relationship Manager
Location : Navi Mumbai
Contact Person : Divya - 9137265848 , people8qc@gmail.com
Kindly Share updated resume asap
CTC : 10 lkhs
TASC Relationship Manager (RM) for a cluster is to acquire, manage, and deepen profitable banking relationships with Trusts, Associations, Societies, Clubs (TASC), NGOs, and government/institutional bodies.
Manage the existing customers of the cluster to ensure best-in-class services and strengthen the relationship B.
KEY POSITION RESPONSIBILITIES
Sr. Key Responsibilities 1 Client Acquisition: Identify and bring on board new high-value institutional clients, such as FCRA entities, hospitals, research bodies, and religious institutions
2 Relationship Management: Build and nurture long-term relationships with key decision-makers and the top management of these organizations to secure deposits and maximize business
3 Financial Solutions: Understand the unique liquidity, investment, and transactional needs of the organization to offer tailored banking solutions
4 Cross-Selling: Identify opportunities to cross-sell other Bank products, such as payroll management, corporate credit cards, and wealth management
5 Compliance & Monitoring: Ensure all accounts comply with strict regulatory guidelines, internal policies, and compliance procedures
6 Target Audience Understanding: A deep knowledge of sub-segments like educational trusts, housing/credit cooperative societies, and foundations.
C. QUALIFICATIONS AND EXPERIENCE REQUIREMENT Qualifications Essential Graduate and above Preferred Experience Essential 5-7 Years in Banking and Finance Field Preferred TASC &
Institutional Banking D. COMPETENCY REQUIREMENTS a. Technical Skills Skill Attribute Compliance Strong working knowledge of KYC, AML (Anti-Money Laundering) regulations, and the statutory compliances specific to trusts, association, societies, Co-op Bank & Govt. Institutes
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