Relationship Manager - Treasury
Kotak Mahindara Life Insurance · Mumbai · onsite · Posted 41d ago
Undisclosed1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
Sourced from naukri
Skills
risk mitigationBankingPricingRisk ManagementTreasuryRelationship 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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