Relationship Manager-TASC at IDFC FIRST Bank

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

Graduate in any discipline (Full time)

Experience

5 to 10 years of relevant experience in branch banking, preferably with exposure to the TASC segment.

Skills and Attributes

Strong relationship management and client servicing skills.
Good understanding of banking products and regulatory requirements.
Ability to identify and capitalize on cross-sell opportunities.
Fluent in English with excellent interpersonal skills.
Analytical mindset with strategic thinking capabilities.
Customer-centric approach with a focus on service excellence.

Frequently Asked Questions

What are the eligibility criteria for the Relationship Manager-TASC job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Relationship Manager-TASC at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Relationship Manager-TASC at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Relationship Manager-TASC role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

Relationship Manager-TASC

IDFC FIRST Bank — Bengaluru, BENGALURU