Relationship Manager-TREASURY-FOREX MERCHANT-Sales
Kotak Mahindra Bank
- Ahmedabad, Gujarat
- Permanent
- Full-time
- 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
- 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
- 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 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
- 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