Manage and maintain relationships with TASC and GB clients, acquiring HNI clients, opening accounts, and generating leads for banking products.
Responsible for
a) Managing & maintaining relationships with new & existing TASC & GB clients
b) Opening TASC & GB accounts and Deliver an excellent service
c) Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc.
- Acquisition of HNI Govt & Institutional Banking clients eg: Municipal Corporations, State Government Departments, Central Government Departments, Govt. PF Trusts, Embassies, Gram Panchayats, Govt. Boards & Development Authorities, Defense, Autonomous Bodies, Trust, Associations, Club’s and SocietiesTASC accounts specifically accounts of Trust, Associations, Societies, Clubs (TASC) and NGO's
- Responsible for managing & maintaining relationships with new & existing TASC clients & GB
- Responsible for acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC & GB
- Responsible for managing an Institutional Banking portfolio
- Opening TASC & GB accounts and Deliver an excellent service
- Understand TASC & GB KYC / Documentations and Pitch banks USP to TASC & GB stakeholders
- Generate leads for other banking products offered by the bank like Assets, insurance, TPP etc.
- Leverages the banks relationships with existing institutional accounts by developing and executing with proactive banking solutions
Experience: 3 to 7 Years
Qualification: Graduation minimum
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