National Program Head - TASC & Corporate

Company Overview

Job Summary

We are seeking a National Program Head – TASC & Corporate Channel to build, launch, and scale TASC & Corporate investment business. This is a 0→1 role that demands a strong mix of strategic product design, program development, and on-ground execution.

Responsibilities

• Product & Program Design:

  • Define the ideal TASC & Corporate investment product suite - fixed deposits, bonds, and structured yield products aligned to entity needs and compliance frameworks.
  • Design the TASC & Corporate onboarding, KYC, and investment flow in partnership with Product, Operations, and Compliance teams.
  • Build the support & servicing architecture encompassing account management and post-investment engagement.
  • Identify gaps in existing product-market fit and collaborate with banking/NBFC partners for co-created solutions.

• Team Building:

  • Define the organizational and reporting structure for the TASC & Corporate Acquisition team.
  • Assemble the TASC & Corporate Acquisition Team at both city and national levels.
  • Set clear channel objectives, KPIs, and performance metrics associated with investment AUM and acquisition goals.
  • Create the sales playbook, training modules, and partner engagement frameworks for scalability.

• Strategic Execution:

  • Develop partnerships with banks, NBFCs, and institutions to source and distribute fixed income instruments suited for TASC/Corporate investors.
  • Implement a data-driven acquisition model and CRM strategy to monitor relationships and conversions.
  • Collaborate cross-functionally with Product, Marketing, and Tech to ensure seamless execution.
  • Manage P&L for the TASC & Corporate channel and consistently deliver AUM growth.

• Program Design:

  • Develop comprehensive acquisition and servicing processes for TASC & Corporate.
  • Create CRM workflows, approval matrices, and service SLAs.
  • Set up dashboards for visibility on pipeline, AUM, and conversion rates.

• Direct Sales & Customer Experience:

  • Lead customer meetings to secure major accounts.
  • Ensure top-tier NPS with zero-defect KYC/documentation, quick turnaround times, and clear communication.

• Data, Reporting & Collaboration:

  • Track inputs and outputs across leads, meetings, commitments, investments, and renewals.
  • Publish weekly/monthly performance dashboards, flagging risks early and proposing solutions.

Qualifications

• Experience: 10+ years in Corporate Liabilities / TASC / Institutional Banking / Treasury Sales / Corporate Distribution in leading banks or fintechs.
• Proven Track Record: Demonstrated success in setting up or scaling a business line or channel from inception.
• Sales Process Mastery: Strong command of sales processes, CRM, funnel metrics, and on-ground execution.
• Education: Bachelor’s degree (MBA preferred).
• Language: Fluency in English and a local language.

Preferred Skills

• Founder mindset with high ownership; ability to thrive in the field (70-80% on-ground work).
• Excellent negotiation, closing, and partner management skills.
• Data-driven mindset with strong proficiency in Excel/Google Sheets; comfortable using CRM tools.
• Flexibility to manage weekend drives/events as necessary.
• Strong stakeholder management skills—both internal and external.

Experience

10+ years of relevant experience in related fields, showcasing a capability to establish and scale operations effectively.

Environment

This role will be based in Bangalore, requiring significant on-ground engagement with teams and clients across various locations. A blend of office and field work is expected.

Salary

Competitive fixed + performance-linked variable compensation, including partner and team-based incentives, as well as travel reimbursements as per policy.

Growth Opportunities

The role promises potential career advancement by scaling operations and developing business strategies that align with the company’s objectives.

Benefits

• Best in the industry Medical Insurance coverage for self and dependents.
• Travel reimbursements based on policy.