Relationship Manager

18 hours ago

Ahmedabad, Gujarat, India Kotak Life Insurance Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Relationship Manager Corporate Treasury

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

Requirements:

  • MBA in Finance / Marketing
  • Ideally should have 1-2 yrs. Experience, Treasury experience not a pre-requisite.
  • Passion for markets
  • Strong analytical and mathematical acumen, data interpretation skills
  • Awareness of macro - economic & Financial trends
  • Good communication skills
  • Ability to Multi-task

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