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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