Relationship Manager - TASC

Hiring for: A leading private sector bank in India, offering a wide range of banking and financial services to corporate, retail, and institutional clients.

Role: Relationship Manager - TASC

Positions: 1

Experience: 4 to 8 years

Location(s): Delhi, Faridabad, Ghaziabad, Gurugram

Type: On-site / Permanent

Salary: Up to INR 15 LPA

Role Overview

The Relationship Manager – TASC will be responsible for managing and growing relationships with Trusts, Associations, Societies, Clubs, NGOs, and other not-for-profit institutions. The role involves acquiring new clients, deepening existing relationships, and offering tailored banking and financial solutions.

Key Responsibilities

1. Client Acquisition & Relationship Management

• Acquire new TASC clients through networking, referrals, and market mapping
• Build and maintain strong relationships with key decision-makers (trustees, treasurers, committee members)
• Act as a single point of contact for all banking requirements

2. Business Development

• Drive CASA growth, term deposits, and fee income from TASC clients
• Cross-sell banking products such as:
• Current & Savings Accounts
• Fixed Deposits
• Payment & Collection Solutions
• Forex Services (where applicable)
• Identify opportunities for institutional lending (if applicable)

3. Portfolio Management

• Manage an existing portfolio of TASC clients
• Monitor account activity, balances, and profitability
• Ensure high client engagement and retention

4. Compliance & Documentation

• Ensure adherence to KYC, AML, and regulatory guidelines
• Maintain proper documentation for trusts/societies as per legal norms
• Coordinate with internal teams for onboarding and servicing

5. Market Intelligence

• Track developments in the NGO/TASC ecosystem
• Identify emerging opportunities and competitor activities
• Participate in events, seminars, and community engagements