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    Job · 17126366

    Kotak Mahindara Life Insurance logo

    Relationship Manager - Sales

    Kotak Mahindara Life Insurance · Ahmedabad · onsite · Posted 41d ago

    Undisclosed1–2 yrsfulltimeSourced fromNaukri

    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 logo

    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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    Relationship Manager - Sales · waiting for your command