Senior Relationship Manager TASC (Institutional Banking)

Role Summary -

We are hiring a Senior Relationship Manager - TASC to drive business growth and manage institutional relationships across Trusts, Associations, Societies, Clubs, Educational Institutions, RWAs, and NGOs in the Saharanpur & Meerut region. The role involves CASA acquisition, deposit mobilization, cross-selling of banking solutions, and strong relationship management.

Key Responsibilities -

Business Development & Revenue Growth
Acquire new TASC (Trusts, Associations, Societies & Institutions) relationships.
Drive CASA & term deposit mobilization from institutional clients.
Cross-sell banking products.
Build a robust business pipeline across assigned geography (Saharanpur & Meerut).
Achieve assigned business, revenue, and fee income targets.

Relationship Management
Act as single point of contact for key institutional clients.
Build and maintain relationships with Trustees, Secretaries, Finance Heads, and Committee Members.
Conduct regular client meetings, account reviews, and renewals.
Handle service issues, escalations,



and ensure superior customer experience.

Compliance & Risk
Ensure strict adherence to KYC, AML, and RBI guidelines.
Maintain complete documentation for trusts and societies.
Ensure zero audit observations and operational lapses.

Market & Network Development
Develop strong local connects with CAs, Lawyers, Society Managers, Educational Consultants, and Property Administrators.
Leverage local events, institutional forums, and community networks for sourcing.

Team & Stakeholder Collaboration
Support branch teams in institutional sourcing.
Participate in joint calls for large-value clients.

Desired Candidate Profile

Education
Graduate / Postgraduate (MBA preferred)

Skills & Competencies
Relationship management & negotiation skills
Solid Local market knowledge
Compliance & documentation understanding
Target-driven and customer-centric approach
Valuable communication & stakeholder management

📌 Senior Relationship Manager Tasc Institutional Banking Meerut
🏢 Shivalik Small Finance Bank
📍 Meerut