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Financial Institutions Group Sales Manager

1 week ago


Mumbai, Maharashtra, India Kotak Mahindra Bank Full time
Stock Broker Clients: A Focus Area for Relationship Managers
In our Financial Institutions Group, stock broker clients are a key focus area for Relationship Managers. These clients require specialized knowledge and expertise to address their unique needs and preferences. As a Relationship Manager, you will be responsible for building and maintaining relationships with these clients, identifying new business opportunities, and maximizing cross-sell revenue.

About Stock Brokers
Stock brokers play a vital role in the Indian capital markets, facilitating transactions between buyers and sellers. They require a range of banking products and services to manage their day-to-day operations, including credit facilities, margin placements, and cash management solutions. Our Financial Institutions Group provides these services, working closely with stock brokers to understand their unique needs and preferences.

Responsibilities
Some of the key responsibilities of this role include:
  • Building and maintaining relationships with stock broker clients, identifying new business opportunities, and maximizing cross-sell revenue.
  • Analyzing financial statements and balance sheets to provide valuable insights to clients and internal stakeholders.
  • Working closely with internal teams to develop customized solutions for clients, leveraging expertise in capital markets, custody, and other areas.
  • Developing and executing strategies to drive revenue growth and expand market share.

Requirements
To succeed in this role, you will need:
  • A minimum of 6-8 years of experience in sales and business development, preferably in the assets and GTS space.
  • Proven track record of managing stock broker clients and driving revenue growth.
  • Strong analytical skills, including the ability to analyze balance sheets and financial statements.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.