38 Institutional Banking Jobs

Responsibilities: Client Acquisition & Relationship Management: Identify and acquire new TASC customers within the assigned territory. Build and maintain strong, long-lasting relationships with existing TASC clients. Understand client needs and offer appropriate financial solutions. Sales & Business Development: Drive CASA sourcing through TASC clients. Achieve and exceed sales targets and growth objectives for the TASC portfolio. Develop and implement sales strategies to maximize business potential within the TASC segment. Sales Team Management (if applicable): Lead and motivate a team of sales professionals, providing guidance and support. Monitor team performance and ensure adherence to sales processes and targets. Conduct regular performance reviews and provide feedback to team members.

Manage and grow Current account acquisition from specific ecosystem namely Education, Healthcare, Real Estate (RERA), Housing Societies and Startups capture the entire ecosystem of the relationship namely vendors,customers, employeesstakeholders etc.

Role & Responsibilities: Source new government business and provide customized product and sales support Interact and liaise with Finance Heads and Key Decision Makers in institutions such as government organizations, trusts, societies, educational bodies, hospitals, associations, clubs, co-op banks, religious/charitable organizations, NGOs, etc. Offer customized financial solutions tailored to institutional needs Grow the regional CASA portfolio by cross-selling products and services including loans, Cash Management Services (CMS), fee collection, mobile/digital solutions, payment gateways, EDC, and FCRA services

Business Manager, Interbank Business Job Description: A Business Manager in the Interbank Business is responsible for generating new business while developing and maintaining strong partnerships with both new and existing financial institutions. The role is pivotal in ensuring client satisfaction through tailored deposit solutions and driving overall business growth. Key Responsibilities: Relationship Management: Build and nurture relationships with banks and financial institutions through proactive and regular engagement. Needs Assessment: Analyse partner institutions' deposit strategies to provide effective, customized solutions. Tailored Solutions: Offer wholesale deposit products (CA/SA/TD) to existing clients and pursue new customer acquisition opportunities. Compliance & Risk Management: Ensure all interactions adhere to regulatory standards and internal risk policies. Business Growth: Identify and pursue Interbank collaboration opportunities to increase deposit volumes through strategic partnerships and cross-selling initiatives. Market Insights: Stay updated on market trends, competitor activities, and industry developments to maintain a competitive edge. Account Management: Oversee key institutional accounts, manage performance, and promptly address any operational challenges. Team Collaboration: Work closely with internal teams including operations, sales, and customer service to enhance the overall client experience. Skills and Qualifications: Education: Bachelors or a postgraduate degree in Finance, Business Administration, or a related field. Experience: 3 to 5 years of relevant experience in Interbank business, wholesale deposits, or the financial services industry. Knowledge: Strong understanding of Interbank products, operations, and compliance regulations.

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 |

Urgent | Hiring for Top Leading NBFC!!!! Hello.!! Piyush this side.!! Are you looking for job change, We have a job opening in NBFC!!! Job Title : Territory Sales Manager _TASC Location - Pune |Mumbai|Delhi |Bangalore| Chennai |Mysore|Nodia Experience : Minimum 2+Year Qualification - Graduation is must AGE-37 Budget 16-17 LPA *Plz Share references for the same piyush.bundela@skillventory.com 8770286381* https://www.linkedin.com/posts/piyush-singh-bundela-a470121b9_urgenthiring-skillventory-tsmabrtasc-activity-7351121979615199234-Wqan?utm_source=share&utm_medium=member_desktop&rcm=ACoAADK5tFcBpmJdhkXrFq5a9zV3omUJ0XHx_Ck

Urgent | Hiring for Top Leading NBFC!!!! Hello.!! Piyush this side.!! Are you looking for job change, We have a job opening in NBFC!!! Job Title : Territory Sales Manager _TASC Location - Pune |Mumbai|Delhi |Bangalore| Chennai |Mysore|Nodia Experience : Minimum 2+Year Qualification - Graduation is must AGE-37 Budget 16-17 LPA *Plz Share references for the same piyush.bundela@skillventory.com 8770286381* https://www.linkedin.com/posts/piyush-singh-bundela-a470121b9_urgenthiring-skillventory-tsmabrtasc-activity-7351121979615199234-Wqan?utm_source=share&utm_medium=member_desktop&rcm=ACoAADK5tFcBpmJdhkXrFq5a9zV3omUJ0XHx_Ck

Urgent | Hiring for Top Leading NBFC!!!! Hello.!! Piyush this side.!! Are you looking for job change, We have a job opening in NBFC!!! Job Title : Territory Sales Manager _TASC Location - Pune |Mumbai|Delhi |Bangalore| Chennai |Mysore|Nodia Experience : Minimum 2+Year Qualification - Graduation is must AGE-37 Budget 16-17 LPA *Plz Share references for the same piyush.bundela@skillventory.com 8770286381* https://www.linkedin.com/posts/piyush-singh-bundela-a470121b9_urgenthiring-skillventory-tsmabrtasc-activity-7351121979615199234-Wqan?utm_source=share&utm_medium=member_desktop&rcm=ACoAADK5tFcBpmJdhkXrFq5a9zV3omUJ0XHx_Ck

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.

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 Creating and monitoring advances/investment asset books through lending to NBFC segment borrowers in west region (Maharashtra, Gujrat, Goa, MP) Preparing Credit Appraisal Memos for NBFC segment borrowers with detailed financial/credit analysis, presenting the proposals and arranging facility approvals from relevant sanctioning authorities. Sourcing of New to Bank/New to Credit clients for Bank throughout the year in the west region Liability generation from NBFC/Fintech segment clients through cross-sell in the form of CASA Accounts, CMS services, FD creation, Forex, Cards, salary accounts, etc. Frequent client meetings for credit monitoring, gathering client/market information Preferred candidate profile Good understanding of Credit, financial analysis, credit documentation, NBFC market and related regulations/conventions. Candidate having experience in managing relationships of NBFCs/FIs in other Bank/large NBFCs. High on communication skills to manage good relationship with internal as well as external stakeholders and get the work done. Perks and benefits Best in industry

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 .

Managing relationship with Domestic Banks and Financial Institutions including NABARD / SIDBI / EXIM based out of West and South. Setting up credit limits for trade / treasury and CMS. Person should have experience in Credit/CAM Required Candidate profile AVP / VP ( TL role) Profiles with 10+ exp Person should have experience in Credit/CAM Mumbai SUBURBS

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

Role Overview: We are looking for a dynamic and relationship-driven professional to join our Government & Corporate Partnerships team as a Key Account Manager. This role will be instrumental in deepening Airtel Payments Banks engagement with state government departments and exploring institutional opportunities beyond the public sector. Key Responsibilities: Government Partnerships: Build and manage relationships with key stakeholders across state government departments. Identify opportunities for Airtel Payments Bank to support government initiatives through DBT, savings, payments, and financial inclusion solutions. Drive empanelment efforts across government schemes and ensure seamless onboarding for state-led initiatives. Represent the bank in government meetings, workshops, and partnership forums. Institutional & Non-Government Accounts: Identify and develop strategic partnerships in areas like Cash Management Services (CMS), BBPS (Bharat Bill Payment System), transit ecosystems, and large-format retail chains. Pitch tailored payment and banking solutions to large institutions and manage end-to-end conversion. Collaborate with internal product and operations teams to customize offerings for institutional clients. Business Development & Strategy: Own the account strategy and drive revenue and volume growth across assigned partnerships. Maintain strong market intelligence to identify emerging opportunities in both government and institutional sectors. Track, analyze, and report account performance metrics regularly. Desired Profile: 58 years of experience in government/business development, institutional sales, or key account management. Prior exposure to working with government departments or large institutional clients is preferred. Proven track record of managing high-value partnerships and driving growth. Strong communication, stakeholder management, and negotiation skills. Ability to work cross-functionally with internal and external teams. Proficiency in the local language of the assigned state is mandatory