Relationship Manager-TASC

Actively Reviewing the Applications

IDFC FIRST Bank

India, Tamil Nadu, Chennai Full-Time On-site

Posted 3 weeks ago • Apply by April 30, 2026

Job Description

Job Requirements

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. The incumbent will collaborate with product and operations teams to drive acquisition, servicing, and cross-selling initiatives, contributing to the overall objectives of the branch banking channel.

Key Responsibilities

Primary Responsibilities

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.
Drive customer engagement by cross-selling investment products (e.g., life insurance, general insurance, gold coins) and non-investment products (e.g., forex, remittances, loans).

Secondary Responsibilities

Evaluate growth strategies based on competitor analysis and feedback from various channels.
Recommend process improvements to enhance service efficiency and quality across the branch network.

What We Are Looking For

Education