Relationship Manager-TREASURY-FOREX MERCHANT-Sales

Kotak Mahindra Bank

5 - 10 years

Mumbai

Posted: 3/18/2025

Job Description

Role: Treasury RM – Consumer Bank and Wealth Segment

Location: Mumbai

 

 

Treasury Sales RM is responsible for the Treasury Product offering across FX and Derivative products to defined customers of the Bank, which include the customers of various units of the Bank. The role's objective is to ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank, Increase market and wallet share of FX business for the customers.

covered, Strong relationships with external and internal stakeholders, Focus on fulfillment of all treasury transactions in adherence to the Bank's processes and policies & handle transactions of all customers within the set business groups.

 

 

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 at the relevant levels of the customers 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

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

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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