Relationship Manager - TASC & Institutional Business

Department Icon BFSI (Operations & Lending)
Posted: 1 week ago
4-8 years
Mehsana
BFSI (Operations & Lending)
work from office
Full Time
Closes 4 Jan 2027

Posted: 1 week ago
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Job Description

Role: 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


Skills

Relationship ManagementInstitutional SalesTASCCommercial BankingCASAPortfolio ManagementClient AcquisitionLiabilitiesSalesAcquisitionManagement SkillsRetail Liabilities

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About Company

Kotak Mahindra Bank is a leading Indian private sector bank known for its innovative banking solutions and customer-centric approach. With a comprehensive suite of financial products and services, including retail banking, investment banking, and wealth management, the bank caters to the diverse needs of individuals, businesses, and corporations across the country. Kotak Mahindra Bank careers offer a dynamic and engaging work environment where professionals can thrive, innovate, and contribute to the bank's mission of delivering exceptional value. Employees are encouraged to pursue excellence, with ample opportunities for professional growth and development. For those looking to forge a successful career in banking, Kotak Mahindra Bank careers present a platform to be part of a progressive, growth-oriented organization.  

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