Relationship Manager - Sales
Kotak Mahindara Life Insurance · Ahmedabad · onsite · Posted 41d ago
Undisclosed1–2 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
Sourced from naukri
Skills
risk mitigationCorporate TreasuryRisk ManagementSalesRelationship Management
About Kotak Mahindara Life Insurance

Kotak Mahindara Life Insurance
Insurance
16.0k+
employees
2001
25 years old
Mumbai, Maharashtra
India
₹6.7L PA avg
Avg at Kotak Mahindara Life Insurance
About
This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.
Industries
InsuranceBanking / Insurance / AccountingFinancial Services
Employee ratings
10 reviews
3.6/ 5
Culture
1.7
Career growth
1.8
Work-life
1.8
Employees rate it well for
Job Security37Overall Company36
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