Relationship Manager
Published date: 2026/11/08
- Location: Mumbai, Maharashtra, India
Job details
Job Type
Full-time
Full 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 M itigation:
• 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 F inance / 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 <***@*.com
Job Type
Full-time
Full 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 M itigation:
• 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 F inance / 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 <***@*.com
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