36 Tasc Jobs

Manage and grow Current account acquisition from specific ecosystem namely Education, Healthcare, Real Estate (RERA), Housing Societies and Startups. This role is critical to ensure new Current account acquisition and capture entire TASC Accounts

Hi, Opening in Leading Bank for TASC RM Bangalore, Chennai & Hyderabad Key Responsibilities: Responsible for the Government and Institutional Banking Segment. Main focus is to get the new customer to the bank. Existing Relationship Value and New Client Acquisition in Institutional & Government Banking Segment to increase the CASA and Deposits base. Acquisition and Financial Management of Trusts, Associations, Society and Clubs Accounts. Driving the growth of assigned market segment via relationship with Key TASC accounts and acquisition of new accounts and build relationship with key decision makers Business Enhancement by achieving defined sales target and market penetration Analyze the latest trends and tracking competitor activities Regularly share key accounts updates with business manager and provide valuable inputs To make an account plan for developing the business Tapping new markets / customers & retaining the old customers and their deposits. How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 | e selvi.sai@upgrad.com| https://www.upgrad.com/ Follow us: Facebook?| Twitter | LinkedIn | YouTube

Job Title: State Head Government Business Group Location: [Karnataka] | Bank Type: Small Finance Bank Current CTC Requirement: 20 LPA Job Brief: We are hiring a State Head Government Business for a leading Small Finance Bank. The ideal candidate must have minimum 5 years experience in the same role, handling government banking exclusively, with strong public sector relationships. Requirements: Last 5 years as State Head – Government Business Fluent in local language (mandatory) Strong liaison with government departments and agencies Deep understanding of government banking products and compliance Team leadership and state-level strategic execution If Interested Apply as below: EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Relationship Manager- TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies TASC Business Segment is further categorises into various Business Sub Segments which is a very large Universe for a TASC RM to work on Acquisition. The various Sub Segments are Education (Pre Schools, Primary Schools, Elementary Schools, Secondary Schools, Higher Secondary Schools, Colleges, Universities, Technology & Management Institutes, Professional & Technical Institutes, Coaching Institutes, Training Institutes, Examination Boards, etc), FCRA entities (those who have received permission from Ministry of Home Affairs to receive Foreign Donation), Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches), Primary Agricultural Societies, CSR & Retirals (PF Trusts, Gratuity Trusts, Superannuation Trusts) Should have an eye for acquiring High Value relationships Should possess Negotiation Skills and requisite skill sets in making presentations to Senior Management for sealing Deals Create a rapport with the top management of all the clientele Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills. Educational Qualifications: Should be a MBA/Graduate/Post Graduate having 1-3 years of similar profile

RoleRelationship Manager Diplomatic Missions LocationVasant Vihar, Delhi GradeM5 Job role: TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotaks dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: 1 . Relationship Management: Develop and maintain strong relationships with key personnel in embassies, consulates, and high commissions. Act as the primary liaison between the organization and diplomatic entities, ensuring smooth communication and collaboration. Represent the organization at embassy events, diplomatic meetings, and networking sessions. 2. Strategic Engagement & Advocacy: Identify and leverage opportunities for partnerships, trade, and business through embassy channels. Work closely with internal teams to align business strategies with diplomatic engagement initiatives. Advocate for policy and regulatory support from diplomatic entities where necessary. 3 . Business Development & Market Intelligence: Explore new business opportunities by engaging with embassy trade sections and commercial attachs. Provide insights on geopolitical trends, international trade policies, and economic developments that impact the organization. Facilitate connections between business leaders and diplomatic representatives for mutual growth. 4. Regulatory & Compliance Support: Monitor changes in diplomatic and regulatory policies that could impact business operations. Support visa facilitation, permissions, and clearances in collaboration with embassies. Ensure all engagements adhere to international diplomatic protocols and local regulations. Additionally, add incremental CASA & cross-sell products & services like Term Deposits, Loans, CMS, Fees Collection, Mobile/ Digital solutions, etc. RM is expected to achieve the monthly & annual targets. Work closely with the Branch Banking for ensuring efficient service to clients Job Requirements: EducationMasters degree in International Relations, Political Science, Business Administration, or a related field. Experience5-10 years of experience in diplomacy, public affairs, corporate relations, or government engagement, preferably in banking, trade, or consulting sectors. Skills: Strong networking and interpersonal skills. Deep understanding of diplomatic protocols and international relations. Excellent communication, negotiation, and presentation abilities. Proficiency in english Relevant work experience of 4-6 yrs. and above in relationship management. Needs to have very strong Banking knowledge and should be well versed with the products, processes and systems of the bank. Good Network with state government officials. Accuracy and analytical ability on MIS, Eye for details, Meticulous MBA/Post graduate preferred

Role & responsibilities Sales Manager is responsible for on-boarding new TASC clients- trust, associate, societies, clubs Relationship Management of TASC clients. Acquire new TASC clients through market scoping and relationship Grow the liability base of TASC customers (CASA+FD) by deepening relationships of mapped TASC customer base Sell allied products, Online Solution (Collection and Payment) / Digital Products / Salary Proposition with a view to enhance client engagement and relationship. Responsible for managing an Institutional Banking portfolio Service clients covering all their banking needs including bank/3rd party products Actively participate in driving campaigns conducted across liability and other products Conform to processes of the bank and have a high focus on compliance Preferred candidate profile Knowledge of Banking products and processes Strong Relationship Management skills. (Candidates with acquaintance of Senior Government officials would be advantageous)

Role & responsibilities 1. Acquire and Nurture the Institutional Clients eg. Trusts, Associations, Clubs, Societies, Govt Bodies etc 2. Initiates and follows up on New Business Opportunities with assigned branches in the region. 3. Acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC + Government Banking customers 4. Leverages the banks relationships with existing institutional accounts by developing and executing with proactive banking solutions 5. Handle the service requirement of customers, Handle the investment portfolio of the customer 6. Work closely with Branch Banking team to develop sales and acquisition opportunities from this segment. 7. Achieve the assigned top line and CASA numbers and values.

Role & responsibilities Relationship Manager-TASC Preferred candidate profile

Urgent Vacancy with Leading Banks Role - TASC Relationship Manager Location Chennai, Kochi, Trivandrum Experience - Minimum 3- 5 years of relevant experience in Banking handling TASC acquisition and portfolio Management. If interested in this opportunity, WhatsApp profiles to 8925889567

Skillventory is hiring for a Leading Small Finance Bank Job Title: Territory Sales Manager - TASC Location: Delhi-NCR, Delhi, Noida, Gurgaon, Lucknow, Mumbai, Pune, Ahmedabad, Kochi, Mysore, Ernakulam Experience: Minimum 3-5 years in TASC sales CTC: Up to 10-15 LPA Your key responsibilities include: Acquisition of TASC (Trust, Association, Society, Club) customers within the assigned territory. Driving CASA sourcing through institutional clients like schools, colleges, clubs, NGOs, and other associations. Building and maintaining strong relationships with TASC clients to ensure continued business. Meeting sales targets and ensuring growth in TASC portfolio. Coordinating with internal teams for smooth onboarding and service delivery. Contact Person: Name: Ravi Kumar Sharma Contact No.: 7489933146 Email: ravikumar.sharma@skillventory.com #JobOpening #BangaloreJobs #MysoreJobs #KeralaJobs #CareerOpportunity #PrivateBank #SmallFinanceBank #TASC #CASA #CurrentAccount #SavingsAccount #CASASales #Liabilities #InstitutionalSales #BankingSales #TSM #TerritorySales #SalesJobs

Role & responsibilities Acquire Key TASC customers of the market in collaboration with the Cluster/Circle Head TASC and the Branch Head of the respective Branch. Develop and nurture trust relationships with a portfolio of major clients Exhibits proper understanding of institutional sales with thrust on TASC products with CMS and digital solutions Expand the relationships with existing customers by continuously proposing solutions that meet their objectives Ensure the correct products and services are delivered to customers in a timely and compliant manner Coordinate with the key customers and internal teams to ensure service delivery of the highest standards Resolve any issues and problems faced by customers and deal with complaints to maintain trust Play an integral part in generating new sales that will turn into long-lasting relationships Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

Key Responsibilities: Client Acquisition and Relationship Management: Identify and acquire new TASC Develop and nurture relationships with existing institutional clients. Manage the portfolio of TASC and government banking customers. Sales and Business Development: Develop and implement sales strategies to achieve sales targets. Identify new business opportunities within the assigned territory. Promote and sell the bank's products and services to institutional clients. Collaboration and Support: Work closely with branch banking teams to generate leads and acquire new business from the TASC segment. Collaborate with cross-functional teams to drive business growth.

Role & responsibilities Client Acquisition and Relationship Management: Identifying and acquiring new TASC clients through various channels, including networking and referrals. Developing and nurturing strong relationships with existing TASC clients to understand their needs and provide appropriate banking solutions. Expanding relationships with existing clients by offering additional products and services. Share CV at 9149271539

Acquire and Nurture the Institutional Clients eg. Trusts, Associations, Clubs, Societies, Govt Bodies etc Initiates and follows up on New Business Opportunities with assigned branches in the region. Acquisition of CASA, Term Deposits and managing relationship value ( RV) of existing TASC + Government Banking customers Leverages the banks relationships with existing institutional accounts by developing and executing with proactive banking solutions Handle the service requirement of customers, Handle the investment portfolio of the customer Work closely with Branch Banking team to develop sales and acquisition opportunities from this segment. Achieve the assigned top line and CASA numbers and values.

Role & responsibilities To source new Govt business and provide customized product/sales support. Responsible to interact & liaison with Finance Heads/ Key Decision Makers in various Institutions like Govt. Organizations, Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Religious/ Charitable Organisations, NGOs, etc. to source business & offer customized financial solutions for their needs. Growth of regional CASA portfolio of clients by cross-selling products & services like Loans, CMS, Fees Collection, Mobile/ Digital solutions, Payment Gateway, EDC, FCRA Services etc.

As the Cluster Head of TASC & Govt Business for a leading bank, you will be responsible for driving the growth of the business in the region. You will be the face of the bank in the region and will be responsible for developing and executing strategies to increase the market share. You will be responsible for managing the team and ensuring that the team meets the targets set by the bank. You will also be responsible for developing relationships with key stakeholders in the region. You will be the go-to person for all the queries related to the business in the region. Job Description To handle a team of Relationship Managers to Acquire & Manage relationships of Trusts, Associations, Societies, Associations and Government Institutions. To have a good rapport the decision-makers of all the existing high-value customers. Guide the team in providing the best banking service according to their requirements. The Individual should be able to provide the best solutions to the customer according to the RBI's & State's rules and regulations. The Individual should be capable of guiding and training the team in terms of KYC, Account Opening procedures, Documentation, and mainly the importance of regular follow-ups Customer is identified. Candidate preference: Looking for candidates with proven experience in TASC & Government Business. Should have good knowledge in the TASC & Government Business account opening formalities and its documentation. Should be capable to handle ateam of Relationship Managers who will be in Manager/Sr. Manager grade. Please share updated resume at anam.ansari@v-konnect.com Non banking exp candidates please do not apply.

Roles & Responsibilities: Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet. Review the inflows and outflows in the mapped TASC accounts and proactively identify business generation opportunities. Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stockbrokers. Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers. Secondary Responsibilities: Evaluate the growth strategy based on competitor analysis and feedback from different channels and customers. Recommend process changes to improve service efficiency and quality across the branch network. Preferred candidate profile shortlisted profile will get a call / mail from the HR.

Achieve individual sales productivity metrics through acquiring new TASC customer - Manage relationships with key clients and ensure cross selling initiatives in order to deepen the customer relationship - To increase TASC awareness amongst branch staff and support them in sourcing business by doing joint call and query resolution - Ensure product & process training to the branch banking team as and when required - Ensure quality sourcing - Ensure full awareness of all the policies and procedures issued in relation to products, KYC, AML - Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms .

Role & responsibilities: Responsible for increasing liabilities size of relationship via balances in accounts of existing TASC customers and enhancing customer profitability by capturing a larger share of the wallet. Review the inflows and outflows in the mapped TASC accounts and also proactively identify business generation opportunities. Establish close connections with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings. Generates new sales leads for TASC customers through referrals from existing clients, brokers, and stock brokers. Involved in increasing customer engagement through cross-selling investment products like life insurance, general insurance, gold coins, etc. and other non-investment products like forex, remittances, loans, etc. to new and existing customers.

Role & responsibilities Acquire & deepen accounts of Trusts, Associations, Societies, Clubs, Religious Institutions, and Educational Institutions etc with a focus on quality of accounts Identify prospective customers & convert them into real business opportunities Deepen existing portfolio to ensure customer stickiness Meeting targets to achieve the annual business goals Periodical planning to review the under-performing customers & draw an action plan for improvement Assess & evaluate the client needs & generate new revenue through cross sell opportunities Customer Relationship Management for efficient servicing & superior products Conduct marketing events & conferences for the new customers Monitoring process efficiency and providing inputs for improvement Working closely with product team for product customization / product & process improvements Gathering Market intelligence & tracking Competition Best Practices Ensure full awareness of all the policies and procedures issued in relation to products / KYC / AML policy

The Relationship Manager - Government Banking role at IndusInd Bank involves overseeing key operations, ensuring compliance, and driving business growth. Job Purpose - Manage Government banking group clients and acquisition of new government banking relationships Responsibilities : Responsible for managing existing government banking relationships of Central ministries, government departments , and government corporations . Acquisition of new banking relationships in Government entities to achieve planned business objectives . Work in co-ordination with other departments like CMS, IT, Product Teams. Understanding the fund flow requirements of government entities and developing and implementing customized banking solutions. Responsible of selling liability business which includes CASA, FD , CMS . Drive higher penetration of all products in identified segments. Educational Qualification : Graduate/ Post Graduate in any discipline. Eligibility for selection - Prior experience in banking (CASA Product), client engagement, customer service, Relationship Management, Excellent communication, analytical & reviewing skills The person should have the maturity required to manage and acquire government clients. Inter-personal coordination & Team Player Previous exposure of handling government clients and knowledge of the administrative structure of ministries is added plus. Excellent ability to use Excel and Power point

The National Head – Institutional Sales will be responsible for leading, developing, and executing the overall strategy for acquiring and managing institutional clients to drive growth in deposit and CASA This role will oversee a national team. Required Candidate profile MBA/PGDM in Finance 15+ years of experience in institutional banking or corporate sales Experience in managing large teams and complex institutional relationships.

Managing relationship with the clients in the TASC sector. Driving business growth through customized banking solutions.

TASC & Institutional Business vertical is a part of ‘Retail Liabilities’ division of our Consumer Bank segment. It is Kotak’s dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: TASC Business segment comprises of Not for Profit Making Business Entities (other than Govt Departments - Central, State or Local Bodies) registered as Trusts, Societies, Sec 25/Sec 8 Companies, Cooperative Societies TASC Business Segment is further categorises into various Business Sub Segments which is a very large Universe for a TASC RM to work on Acquisition. The various Sub Segments are Education (Pre Schools, Primary Schools, Elementary Schools, Secondary Schools, Higher Secondary Schools, Colleges, Universities, Technology & Management Institutes, Professional & Technical Institutes, Coaching Institutes, Training Institutes, Examination Boards, etc), FCRA entities (those who have received permission from Ministry of Home Affairs to receive Foreign Donation), Cooperative Societies (Housing, Marketing & Credit Coop Societies), Hospitals, Clubs (Professional, Business, City, Sports, Lifestyle Clubs), NGOs & Foundations, Associations (Market, Trade, Professional, Industry, Sports Associations), Research Bodies, Religious Institutions (Temples, Gurudwaras, Mosques, Churches), Primary Agricultural Societies, CSR & Retirals (PF Trusts, Gratuity Trusts, Superannuation Trusts) 5-10 years of experience in TASC sales Should have an eye for acquiring High Value relationships Should possess Negotiation Skills and requisite skill sets in making presentations to Senior Management for sealing Deals Create a rapport with the top management of all the clientele Good communication and presentation skills, negotiation skills with ability to interact with people at various levels of the organization and outside environment, strong sales and relationship management skills.

A leading private bank is hiring a relationship manager for government banking. Required Candidate profile People having 4+ years of Government Banking / institutional Banking / Tasc experience currently are eligible to apply