Relationship Manager-TASC

About the role

The Relationship Manager – TASC is responsible for managing and deepening relationships with clients in the TASC segment (Trusts, Associations, Societies, and Clubs), which includes not-for-profit entities excluding government bodies. The role focuses on understanding client needs, enhancing account profitability, and delivering value-added services.

What you'll do

• Increase liabilities by enhancing balances in existing TASC accounts and improving customer profitability
• Monitor inflows and outflows in mapped accounts and proactively identify business opportunities
• Establish strong connections with clients through regular communication and share insights on interest rates, exchange rates, and product offerings
• Generate new leads through referrals from existing clients, brokers, and other sources
• Evaluate growth strategies based on competitor analysis and feedback from various channels

What you need

• 5–10 yrs of experience
• Cross-selling
• Customer service
• Any graduate