Relationship Manager - Inst. Business

Roles & Responsibilities

• Acquire Key Institutional clients from the market with the help of the Respective State Head / Head Institutional Business and with the help of the respective Branch Head from their assigned catchments.
• Develop and nurture trust relationships with a portfolio of major clients.
• Acquire a thorough understanding of TASC customer needs and requirements.
• Exhibit proper understanding of institutional sales with a thrust on TASC products with CMS and digital solutions.
• Expand the relationships with existing customers by continuously proposing solutions that meet their objectives.
• Ensure the correct products and services are delivered to customers in a timely and compliant manner.
• Serve as the link of communication between key customers and internal teams.
• Resolve any issues and problems faced by customers and deal with complaints to maintain trust.
• Play an integral part in generating new sales that will turn into long-lasting relationships.
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.
• Ensure sourcing TPP opportunities by pitching GI products and Forex products.