Relationship Manager - CASA TASC - Bank

Requirements :

- Banking experience is mandatory.

- Responsible for managing CASA TASC value-growth

- Acquiring the high-value CASA relationships of the Trustees

- Cross-Sell of CMS products in the groups

- Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book

Strategic/ Managerial Responsibilities :

- Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products for SA of AUS

- To focus on profile based cross sell of value added products such as Trade Forex, CMS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA

- To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customer's key business requirement / issues

- Should be a team player and be able to work in cross-functional environment

- Risk and Internal Controls

- To follow the risk policies and processes prescribed within the bank for operational, regulatory, financial, informational, reputational and audit risks

- Ensuring the processes are understood & the same is carried out in regular functioning

- To adhere to sales process & KYC norms of the bank

Mamta
9996644097