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 M itigation:

- 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 F inance / 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
- Robust 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
- IJP policy to be followed

Application

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