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Relationship Manager_TREASURY-FOREX MERCHANT_0412_1314_1051903_HRR

Kotak Securities Ltd

5 - 8 years

Mumbai

Posted:9 hours ago

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 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

Skills Required

NEW Business Relationship Management Credit Risk Front Office Risk Management Risk Mitigation Market Risk Finance Marketing Product Knowledge Data Interpretation Client and account management

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Kotak Securities Ltd

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