Cluster Manager TASC

Openmind Hr Solutions; Surat; Sur place; INR 1 500 000 - 2 500 000; Plein temps

Résumé du poste

Openmind Hr Solutions in Surat invites an experienced Cluster Head TASC to lead banking relationships with Trusts, Societies, Educational Institutions, NGOs, and clubs. You will own portfolio growth, drive liability products, and deepen client engagement.

The role emphasizes team leadership, compliance with RBI/AML norms, KYC, and cross-functional collaboration with RM teams. Strong negotiation, networking, and strategic marketing skills are essential.

Qualifications

• Graduate in any discipline; MBA in Finance/Marketing strongly preferred.
• 8–12+ years of core banking experience.
• 3–5 years in managing teams or handling institutional/liability portfolios (TASC or Corporate Liabilities).

Responsabilités

• Drive acquisition of new TASC accounts (Trusts, Societies, Educational Institutions, NGOs, clubs).
• Meet or exceed CASA and TD growth targets across the cluster.
• Cross-sell asset products, trade/FX, digital banking, and salary accounts.
• Lead, coach, and monitor RMs and Acquisition Officers for the TASC segment.

Connaissances

Relationship management

Team leadership

Negotiation

Communication skills

Financial metrics

Portfolio profitability

Institutional structures

Formation

Graduate degree

MBA in Finance/Marketing

Description du poste

• Role Title: Cluster Head TASC (Trusts, Associations, Societies, Clubs, and Educational Institutions)
• Function: Branch Banking / Liability Management / Institutional Banking
• Role Nature: People Management, Portfolio Ownership, and Business Development

Key Responsibilities & Deliverables

1. Business Development & Portfolio Growth

• Acquisition & Deepening: Drive the acquisition of new TASC accounts (Trusts, Societies, Educational Institutions, NGOs, Statutory Bodies, Clubs, etc.) and deepen relationships with existing clients to maximize account balances and fee income.
• Liability & CASA Targets: Meet or exceed aggressive targets for Current Account, Savings Account (CASA), and Term Deposit (TD) growth across the cluster.
• Cross-Selling: Identify client needs and cross-sell asset products, trade and foreign exchange services, payment gateway solutions, digital banking platforms, and salary accounts associated with institutional staff.

2. Relationship & Stakeholder Management

• Institutional Networking: Build, nurture, and sustain high-level relationships with key decision-makers, trustees, board members, and treasurers of major institutions in the region.
• Service Excellence: Ensure superior turnaround time (TAT) and high-touch customer service delivery to retain key institutional accounts and secure institutional referrals.
• Marketing & Events: Conceptualize and drive promotional events, institutional meets, and networking conferences targeted at the TASC segment.

3. Team Leadership & Management

• Coaching & Mentoring: Lead, manage, and motivate a team of Relationship Managers (RMs) and Acquisition Officers dedicated to the TASC segment.
• Performance Monitoring: Track daily productivity, pipeline movement, and portfolio health against set key performance indicators (KPIs).
• Training Needs: Partner with Human Resources (HCM) to evaluate skills gaps, provide ongoing product training, and drive role alignment.

4. Compliance, Risk & Audit Management

• KYC & Regulatory Compliance: Ensure strict adherence to complex regulatory frameworks, including RBI guidelines, Anti-Money Laundering (AML) policies, and specialized KYC norms applicable to trusts, societies, and educational boards.
• Internal Controls: Implement robust risk policies, operational controls, and fraud management protocols to clear internal/external audits cleanly.

Desired Candidate Profile

• Education: Graduate in any discipline; Post-graduation (MBA in Finance/Marketing or equivalent) is strongly preferred.
• Experience:
  
  • Minimum 8 to 12+ years of core banking experience.
  • Proven track record of at least 3 to 5 years in managing teams or handling institutional/liability portfolios (specifically TASC or Corporate Liabilities).
• Key Skills & Competencies:
  
  • Comprehensive understanding of institutional structures (Trust Deeds, Bye-laws, Societies Registration Acts).
  • Strong business acumen and negotiation skills.
  • Excellent leadership, interpersonal, and communication skills.
  • High drive for results and proficiency in managing financial metrics and portfolio profitability.