Relationship Manager-TREASURY-FOREX MERCHANT-Sales

Kotak Mahindra Bank

5 - 10 years

Mumbai

Posted: 3/18/2025

Job Description

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 Mitigation:

•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 Finance / 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

•Strong 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

Click Here to apply. Step 1: Remove the default location. Step 2: Enter the Job Code and Search
For other Kotak Group Companies: If you wish to apply for this position, please send in your application to <Mukesh.raheja@kotak.com

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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