Relationship Manager - Sales

Kotak Life Insurance; Ahmedabad District; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Life Insurance is looking for a Relationship Manager in Corporate Treasury to drive revenue growth and manage client relationships within the treasury function. The role focuses on expanding trade, FX wallet share, and derivative business for a defined set of corporate customers, with emphasis on achieving efficiency and policy adherence.

The position requires strong analytical skills, ability to multi-task across stakeholders, and excellent communication.

Qualifications

• MBA in Finance or Marketing required.
• 1–2 years of experience preferred.
• Treasury experience not required.

Responsibilities

• Achieve budgeted revenue and volume targets at customer and segment level.
• Increase trade and FX wallet share of customers.
• Grow derivative business within the customer set.
• Develop plans for driving revenues and growth among customers.

Skills

Analytical thinking

Data interpretation

Communication skills

Multi-tasking

Education

MBA in Finance/Marketing

Job description

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