Relationship Manager - TASC & Institutional Business

Kotak Mahindra Bank; Amritsar; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Kotak Mahindra Bank invites applications for the Role: Relationship Manager- TASC & Institutional Business. The candidate will drive acquisition and management of Not for Profit and government-aligned entities under the TASC segment, building strong relationships with senior management and delivering tailored financial solutions.

Should have MBA/Graduate education with strong negotiation, presentation and communication skills to interact with diverse client leadership and internal teams,

Qualifications

• Strong negotiation and presentation abilities for senior management discussions.
• Proven sales and relationship management skills with corporate clients.
• Excellent communication and interpersonal skills across levels.

Responsibilities

• Acquire high-value TASC and institutional clients such as trusts, societies, NGOs, and associations.
• Engage top management through compelling presentations and negotiations to seal deals.
• Build rapport with client leadership and maintain long-term relationships.
• Collaborate with stakeholders across departments to deliver tailored financial solutions.

Skills

Negotiation

Presentations

Sales & relationships

Communication

Education

MBA/Graduate/Post Graduate

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 Kotak's 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