Insurance & Mutual Fund – Relationship Manager – Banks & Financial Institutions Group role with Kotak Mahindra Bank-Grade- M5-Posting :- Mumbai

Job Category: Insurance & Mutual Fund – Relationship Manager - Banks & Financial Institutions Group
Job Type: Full Time
Job Location: Mumbai
Company Name: Kotak Mahindra Bank
Your consultant for this Job: Seema Kakra - Management 2000 CareerZodiac.com
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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

Seema.k@careerzodiac.com

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