tacs rm

Role & responsibilities

Role Title: Relationship Manager TASC

Department: Banking / Corporate / Institutional

Reports To: TASC Head / Branch Head

Key Responsibilities

Manage and grow a portfolio of TASC (Treasury, Asset, Syndication, Corporate) clients

Build long-term relationships with clients — understand their needs, propose solutions

Cross-sell banking products (loans, trade services, treasury, cash management, investment)

Prepare credit proposals, risk assessment & compliance / KYC documentation

Achieve targets (new clients, revenue, portfolio growth)

Liaise with internal teams (credit, operations, compliance)

Monitor and review customer accounts; ensure good quality of portfolio

Stay updated on market trends, competitor offerings, regulatory changes

Required Qualifications & Skills

Graduate or preferably MBA / professional degree

3-7 years (or more) experience in banking / TASC / corporate relationship management

Strong communication, negotiation, sales & financial analysis skills

Understanding of credit, risk, compliance & banking regulations

Ability to work in teams and independently

Targets / KPIs

New client acquisition (NTB – New To Bank)

Revenue / Profit targets from portfolio

Asset growth, cross-sell ratios

Portfolio quality (NPA, risk metrics)

Preferred candidate profile