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2)_ Client :- Kotak Mahindra Bank
Role :- Insurance & Mutual Fund – Relationship Manager – Banks & Financial Institutions Group
Posting :- Mumbai
Grade- M5
Job Description-:
Insurance & Mutual Fund – Relationship Manager – Banks & Financial Institutions Group Grade: M5 I Location: Mumbai
Banks & Financial Institutions Group (BFIG) as a group in the bank has the following verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds, Capital Markets and NBFC
The Insurance & Mutual Fund Business vertical in the Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). The Insurance & Mutual Fund Business specializes in offering the complete suite of banking products to Insurance, Reinsurance, Reinsurance Brokers & Mutual Fund clients. We mange client relationships pan-India and leverage relationship and cross sell all banking products such as General Banking, Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The RM has to work with product partners to maximize revenues cross group.
Job Role-
- Focus on Insurance segment. Candidate must have experience in handling insurance clients. He should have basic understanding on Trade, CMS, Foreign Exchange Flows & Liability products.
- Acquire and on board new clients in Insurance and Mutual Fund segment.
- Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition & other group company products.
Job Requirements-:
- M.B.A from reputed institutes or C.A or CFA.
- Should have 6-10 yrs. of business/sales experience in relevant business of wholesale banking
- Prior experience in managing Insurance & Mutual Fund clients preferred
- Ability to Influence and build relationship with institutional clients
- Analytical skills and understanding of financial statements / balance sheets
- Strong verbal and written communication skills
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
For Management 2000 Placements & Recruitments Pvt., Ltd.,
Seema Kakra
Business Consulting Partner
Contact:+91 7878551502
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