Relationship Manager- TASC & Institutional Business

Job highlights

• MBA or Graduate with experience in institutional or relationship banking and strong sales skills
• Acquire and manage institutional relationships, conduct presentations with senior stakeholders, and drive business growth through client acquisition and cross-selling

Relationship Manager TASC & Institutional Business

Department: Retail Liabilities TASC & Institutional Business
Location: Mumbai, Rajkot, Ahmedabad, Vadodara

Job Description

The TASC & Institutional Business vertical is a part of the Retail Liabilities division and caters to institutional customer segments such as Trusts, Societies, Educational Institutions, Associations, Embassies, Diplomatic Missions, Government Departments, PSUs, and other institutional entities.

Key Responsibilities

• Acquire and manage relationships within the TASC (Trusts, Associations, Societies & Institutions) segment.

• Drive business acquisition across a wide range of institutional segments, including:

• Educational Institutions (Schools, Colleges, Universities, Coaching & Training Institutes)

• NGOs & Foundations

• FCRA Registered Entities

• Cooperative Societies

• Hospitals

• Clubs

• Trade, Professional & Industry Associations

• Research Organizations

• Religious Institutions

• CSR & Retirement Trusts (PF, Gratuity, Superannuation Trusts)

• Identify and acquire high-value institutional relationships.

• Build and maintain strong relationships with key decision-makers and senior management of client organizations.

• Conduct presentations and business discussions with senior stakeholders to drive business closures.

• Understand client requirements and offer appropriate banking solutions.

• Drive business growth through relationship management and cross-selling opportunities.

• Ensure high standards of client servicing and long-term relationship management.

Candidate Requirements

• MBA / Graduate / Post Graduate.
• Strong sales and relationship management skills.
• Excellent communication, presentation, and negotiation skills.
• Ability to interact and influence senior management and key decision-makers.
• Experience in institutional, corporate, or relationship banking will be preferred.
• Strong business development and client acquisition mindset.