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 current 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

📌 Relationship Manager - Sales (Ahmedabad)
🏢 Kotak Life Insurance
📍 Ahmedabad