Job highlights

- 2–8 years experience in TASC, Business Banking or Wealth Management with IRDA/NISM certifications preferred

- Acquire and nurture institutional clients, develop banking solutions, manage investment portfolios, and achieve CASA targets

Position: Territory Manager TASC

Purpose of the Role:

- Acquire new-to-bank customers and build a liability portfolio for TASC and Institutional Banking.

Key Responsibilities:

1. Acquire and nurture institutional clients such as Trusts, Associations, Clubs, Societies and Government Bodies.

2. Identify and follow up on recent business opportunities with assigned branches in the region.

3. Acquire CASA and Term Deposits while managing relationship value of existing TASC and Government Banking customers.

4. Develop banking solutions for existing institutional clients.

5.



Handle customer service requirements and manage investment portfolios.

6. Work closely with Branch Banking teams to drive sales and customer acquisition.

7. Achieve assigned business targets for CASA numbers and values.

Desired Experience:

- 2–8 years of experience.

- Experience in TASC, Business Banking or Wealth Management.

- Fluency in English and the regional language.

- Good knowledge of MS Office and banking software.

Qualification:

- Graduation in any discipline is mandatory.

- MBA or postgraduate qualification preferred.

- IRDA / NISM certifications preferred.Role & responsibilities

📌 Territory Manager TASC (Mumbai)
🏢 SKILLVENTORY
📍 Mumbai