Relationship Manager_TREASURY-FOREX MERCHANT_0412_1314_1039896_HRR

Kotak Mahindra Bank; Mumbai; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Kotak Mahindra Bank invites applications for the role of Product Sales Manager - TFX, overseeing Trade & FX targets across branches and channels in Mumbai, Delhi, Bangalore, Kolkata, Hyderabad, and other key locations.

You will manage 6–12 branches, identify TFX opportunities, and coordinate with regional teams while driving training, market intelligence, and process adherence to boost product penetration.

Qualifications

• BE/B.Tech or MBA preferred for this role.

Responsibilities

• Achieve Trade & FX targets across branches/channels.

Skills

Business acumen

Channel engagement

Communication skills

Analytics & presentation

Education

BE/B.Tech

MBA

CA

Job description

Job Description:

Product Sales Manager - TFX

• Department: Treasury
• Location: Delhi / Mumbai / Kolkata / Bangalore / Hyderabad
• Number of Positions: 01
• Reporting Relationships: Area Manager - TFX
• Position Grade: M4

JOB DESCRIPTION

• Responsible for the achievement of Trade & FX targets assigned to the branches/channels
• Takes care ofabout 6 – 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc)
• Identifies the TFX opportunitiesin the assigned catchment / segment
• Regularly interacts with the branches / channels and presents the analysis of stock, market intelligence
• Identifies the training needs and puts the capability building plan in place
• Gathers the gather market information / competition trends to facilitate product developments / improvements by H O Product team
• Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O
• Responsible for the quality of the accounts and compliance issues
• Ensures all customer queries/complaints, if any, are responded within the defined TAT
• Ensures that the branches / channels are adhered to all processes & guidelines
• Responsible for the channel / team’s productivity

Personality Traits & Required Skills:

• Should have the business acumen to spot the opportunities and make a business case to penetrate the market by preparing catchment specific strategy
• Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
• Must be an effective communicator. Need to have good articulation skills
• Should possess good analytical & presentation skills

Qualification:

• B.E/B.Tech & MBA – the most preferred
• CA – second preference
• MBA is a must for the candidates, other than CA OR B.E/B.Tech

Experience Required & Age Criteria

• 5 - 8 years of relevant experience, i.e., Trade & Forex
• Age Criteria : Upto 35 Years

Requirements: