Description
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 Bank’s 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

•Valuable communication skills

•Strong analytical and mathematical acumen, data interpretation skills

•Ability to Multi-task

•Knowledge of RBI regulations

Eligi

📌 Relationship Manager-TREASURY-FOREX MERCHANT-Sales (Mumbai)
🏢 Kotak Mahindra Bank
📍 Mumbai