
Tasc Institutional Client Partner
5 days ago
We are seeking a dedicated and skilled Tasc Relationship Manager to join our team. As a key member of our institution, you will be responsible for acquiring and nurturing institutional clients such as trusts, associations, and government bodies.
Key Responsibilities:- Client Acquisition and Nurturing: Acquire and nurture institutional clients, including trusts, associations, clubs, societies, and government bodies.
- Business Development: Initiate and follow up on new business opportunities within your assigned region.
- Portfolio Management: Acquire CASA (Current Accounts & Saving Accounts), Term Deposits, and manage the relationship value of existing TASC and Government Banking customers.
- Proactive Solutions: Leverage the bank's relationships with existing institutional accounts by developing and executing proactive banking solutions.
- Customer Service and Advisory: Handle the service requirements and manage the investment portfolios of customers.
- Sales Collaboration: Work closely with the Branch Banking team to develop sales and acquisition opportunities from this segment.
- Target Achievement: Achieve the assigned top-line and CASA numbers and values.
- Proven Experience: Proven experience in acquiring and nurturing institutional clients.
- Business Development and Relationship Management: Strong business development and relationship management skills.
- CASA and Term Deposits Expertise: Expertise in acquiring CASA and Term Deposits.
- Proactive Banking Solutions: Ability to provide proactive banking solutions and manage customer investment portfolios.
- Collaboration and Communication: Excellent collaboration and communication skills for working with internal teams.
- Bachelor's or Master's Degree: Bachelor's or Master's degree in Business, Finance, or a related field, or equivalent experience.
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