Relationship Manager

1 week ago

Mumbai, Maharashtra, India Kotak Life Insurance Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Role

Financial Objective:

Achieve budgeted Revenue and Volume target at the customer and segment level

Increase Trade and FX wallet share of the customers

Grow derivative business in the given set of customers

Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities

Relationship Management External and Internal:

Direct coverage of customers more at the operating level of the customer

Build relationships with clients and leverage the relationships for enhanced business

Manage internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives

Internal Processes:

Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank

Hedging of all positions arising out of the transactions covered

Capturing all transactions in all the front office systems of the bank as per the policy

Ensuring all treasury related documents are submitted by the customer in defined TAT

Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes

Risk Management and Risk Mitigation:

Risk management and Risk mitigation ideas for the corporate

Manage Banks credit and market risk when offering products to customers

Evaluate Reputational and Legal Risk for the Bank on product offerings to customers

Job Requirements

Qualification - MBA in Finance / Marketing

Ideally should have 5-8 yrs. of relevant experience

Treasury product knowledge, including knowledge about pricing. Adequate knowledge of markets, with ability to interpret these data and use it for business opportunities

Compliance and TAT orientation

Good communication skills

Strong analytical and mathematical acumen, data interpretation skills

Ability to Multi-task

Knowledge of RBI regulations

Eligibility

Spent minimum 1 year in the same division function role location

Applications can be made for roles in same level or one level above

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