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Kotak Life Insurance
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Relationship Manager-Conglomerates and Corporate Groups-Sales

Relationship Manager-Conglomerates and Corporate Groups-Sales

Kotak Life Insurance

3 - 6 years

5 - 8 Lacs

Mumbai

Posted:1 month ago| Platform:

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Skills Required

casa banking products cross selling marketing selling channel sales business development retail sales credit rating corporate sales sales wholesale trade relationship management key account management channel management ups branch banking

Work Mode

Work from Office

Job Type

Full Time

Job Description

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 divisions 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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Personal Settings

Relationship Manager-Conglomerates and Corporate Groups-Sales

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Position / Job Title (Proposed)

Relationship Manager-Conglomerates and Corporate Groups-Sales

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

2) Specification

What are the areas (in quantitative terms) the job has an impact on

Key Deliverables

More Jobs at Kotak Life Insurance