Relationship Manager-TREASURY - S AND T-Sales

Kotak Mahindra Bank

5 - 10 years

Mumbai

Posted: 02/03/2025

Job Description

Dealer – Sales & Trading desk

 

Sales and Client Facing Activities:

  • Assessing client demand across various debt products as per regulatory investment framework. Building sales book for catering to client demands profitably. 
  • Sourcing illiquid securities from direct clients and thru broking market and striking back to back trades to earn risk-free margin.
  • Underwriting and participation in non SLR issuances. Strive to be in the Prime Ranking table of non SLR arrangers. 
  • Soliciting client bids for all kinds of debt auctions through regular client engagement. 
  • Responsible for franchise building by regularly interacting with counterparts and clients. 
  • Generate fee income through participation in primary debt issuances. 
  • Earn margin income through secondary market turn-over while facilitating client requirement of all kind of debt products.
  • Liaison DCM, Kotak Wealth, BMU and Corporate Banking for their debt market requirements
  • Responsible for client facing Interest rate trading by participating in GSec and permissible Credit products to maximise profit, while adhering to all processes, rules and guidelines. 
  • Add new clients to bank’s relationship portfolio and solicit new business opportunities.
  • Process related to on boarding of new clients including KYC, systems and limits setup etc.
  • Assessing client demand across various debt products as per regulatory investment framework. Soliciting client bids for all kinds of debt auctions through regular client engagement. 
  • Building sales book for catering to client demands profitably.
  • Generate fee income through participation in primary debt issuances. 
  • Earn margin income through secondary market turn-over while facilitating client requirement of all kind of debt products. Sourcing illiquid securities from direct clients and thru broking market and striking back to back trades to earn risk-free margin.

 

About Company

Kotak Mahindra Bank is one of India's leading private sector banks, offering a wide range of financial services including personal banking, corporate banking, investment banking, insurance, and asset management. Established in 1985 and headquartered in Mumbai, it is known for its innovative banking solutions, customer-centric approach, and strong focus on digital transformation. The bank caters to diverse customer segments, from individuals to large corporations, emphasizing trust, transparency, and growth.

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