Kotak Mahindra Bank
Relationship Manager-Conglomerates and Corporate Groups-Sales
Be an Early Applicant
Manages relationships with conglomerates and large corporate groups as the primary client contact. Proposes financial solutions, cross-sells banking products, prepares pipeline and performance reports, monitors budgets, supports credit presentations and ratings, coordinates with product and relationship teams, and follows up on post-sanction requirements.
Position / Job Title (Proposed)
Relationship Manager-Conglomerates and Corporate Groups-Sales
Designation
Function
Relationship Manager-Conglomerates and Corporate Groups-Sales Segment Wholesale Business Division Wholesale Banking Grade M4/M5 Reporting To Senior Relationship Manager- Conglomerates and Corporate Groups-Sales Location Mumbai
About the Company/Business CCG business unit is part of Wholesale Banking Group. They provide tailored financial solutions to conglomerates and very large corporates.
2) Specification
What are the areas (in quantitative terms) the job has an impact on?
RM is responsible for the relationship and be a SPOC for all client needs. RM also proposes product solutions to the client and cross sell Privy, Wealth and Salary Relations.
Key Deliverables
- Monthly preparation of Deals in Pipeline by consolidating data from the Relationship team for Assets
- Monthly review of key business parameters : CASA, Trade finance, DCM, Structured Finance, Product penetration & cross selling
- Preparation of business presentations for senior management on a monthly / quarterly basis
- Preparation of Annual budget of division’s profit and loss and Balance sheet in coordination with product teams & central Business Intelligence Unit
- Monthly monitoring of budgets vs Actuals & Analysis of performance
- Any other segment wise reporting to internal & external stake holders
Relationships
- Working closely with Senior RM covering large groups & Relationship Manager team serving client requirements
- Credit presentations / Preparation of Inprinciple notes for taking up with credit teams
- Presentations for Credit Committee of the bank & credit ratings
- Follow up with clients for post sanction formalities & also cross selling of banking products
Qualification and Experience
- CA/ MBA in finance/Marketing
- 3-6 Years of relevant banking experience
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