Relationship Officer TASC

Aufin (Delhi, DL, India) 13 days ago

  JOB DESCRIPTION Basic Information Position Title Relationship Officer TASC Grade Level As per structure Vertical Branch Banking Location Bank Branches Business Liabilities Department Liabilities Sales Organizational Relationships Position Reporting to Deputy Vice President Branch Banking / Branch Manager Direct Reports If Applicable Job Purpose Qualification Graduate/Post Graduate/MBA Relevant Experience 10-12 Years of Experience Functional Competencies Knowledge of Trust, Association, Society and Club (TASC) Segment and CMS Solutions KYC Knowledge, Legal & Technical knowledge, Collateral understanding, Good knowledge of the related geography, documentation management Behavioral  Competencies Interpersonal and team handling skills. Analytical Skills, interpersonal and communication skills,  Well versed with English and local  Language. Job Responsibilities Financial Responsibilities Acquisition of HNI TASC accounts specifically accounts of trust , associations ,societies ,clubs and NGO's  Responsible for managing & maintaining relationships with new & existing TASC clients.​ Responsible for acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC Responsible for managing an Institutional Banking portfolio Opening TASC accounts and Deliver an excellent service. Understand TASC KYC / Documentations and Pitch banks USP to TASC stakeholders Generate leads for other banking products offered by the bank like Assets, insurance, TPP Source TASC accounts based on leads generated or through self sourcing Non-Financial Responsibilities Handle the service requirement of customers, Handle the investment portfolio of the customer Position our value proposition linking benefits to the customer's key business requirement / issues Coordinate with the key customers and internal teams to ensure standard service delivery Achievement of monthly sales target. Ensuring the processes are understood & the same is carried out in regular functioning Building and maintaining relationship with External (hight net worth TASC clients) and Internal stakeholders Achieve the assigned top line and CASA numbers and values. Work closely with Branch Banking team to develop sales and acquisition opportunities from this segment Compliance & Risk Responsibilities Maintaining confidentiality of information gathered from clients.  Maintaining confidentiality of company's information - not to be shared with anybody out of office in any form (Verbal , written , mail or any other form)   

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:   Relationship Officer TASC  


Relationship Officer TASC

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