- Scoping potential & opportunities in assigned markets in line with identifying segments / industries / market

- Understanding the TASC segment from the perspective of compliance and customer segment requirements

- Able to develop TASC business through relevant engagements in the local markets, understanding customers- requirements on basis of segments and provide solutions

- Generate references from the newly sourced relationships in their network along-with OPDT saving accounts and Salary accounts along with any other cross sell product

- Working closely with all teams within the bank to provide solution to the customer, understands the overall market - competitors- strengths and weaknesses, current market trends along with the respective supervisor and work on the defined draft of opportunities

- Involve different Business Units and product support functions to effectively manage the business opportunity.

- Manage the relationship for 3 months post sourcing and then move relationship to CBL TASC

- Ensure Min 5 calls per day and the same is captured on the CRM and DVR is maintained

- Working on a segmented CRM with a solution oriented approach for the respective market

- Focused efforts on x-sell with a view to ensure stickiness of the customer and potential for revenue.

- Strong negotiating skills & creative selling abilities to ensure higher conversion on leads generated

- KYC & AML to be adhered to at all times, to ensure 100% compliance to required guidelines

Providing Exceptional Customer Service

- Build and strengthen relationships with new customers, introduce and liaison with related Business Units which will help to take care of customer's requirement

- Develop healthy working relationships within BU's to strengthen and improve business output and ease of doing business.

- Provides excellent customer service with all relevant stake holders in order to grow wallet share of the account.

- Serves the customer by understanding their needs and recommending the appropriate features and services that best meet their requirements

Training & Self Development

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