Kotak Mahindra Bank
Relationship Manager_TREASURY-FOREX MERCHANT_0412_1314_1051903_HRR
Be an Early Applicant
Manage corporate customer relationships for treasury and foreign exchange products. Drive revenue, transaction volume, trade and FX wallet share, and derivative growth. Coordinate with relationship managers, credit risk, operations, and treasury teams. Ensure accurate and timely transaction processing, hedging, documentation, suitability compliance, and adherence to bank policies. Manage credit, market, reputational, and legal risks while identifying customer business opportunities using market and pricing knowledge.
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 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
Kotak Mahindra Bank Mumbai, Maharashtra, IND Office
Mumbai, India
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