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Senior Relationship Manager_Conglomerates and Corporate Groups_0434_1314_1074941_HRR

Kotak Securities Ltd

12 - 14 years

Mumbai

Posted:1 day ago

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Job Description

Position / Job Title (Proposed)

Senior Relationship Manager and Team Leader

Designation

VP (M7)

Function

Corporate Banking-Sales

Segment
Wholesale Bank

Division
CCG

Grade
M7

Reporting To
National Head

Location
Mumbai

About the Company/Business

CCG business unit is part of Wholesale Banking Group. This group provide tailored financial solutions to conglomerates and very large corporates.

The group is one of the fastest growing divisions in Wholesales Bank for last 5 years and covers the leading clients in India for all of their banking needs.


2) Specification

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


The position is of SRM and Team leaders. SRM is responsible to structure and propose new products to existing clients and get new clients from these conglomerate groups.

SRM will be responsible for P&L and Balance sheet and will supervise and groom the Relationship Managers.

This is team handling role.


Key Deliverables
  • Relationship Manager for Very Large corporates along with Relationship Managers
  • Relationship & Account management, origination & execution for corporate banking related products – Assets, DCM, FX & GTS etc.
  • Deeper penetration of groups across banking products including cross sell of Salary, Privy etc.
  • Develop deeper understanding of business, making detailed account plan, group presentations & wallet etc. Target all group companies in the group across locations. Increase penetration & wallet share
  • Able to network internally (Credit, Legal & operations) & also externally with customers & structuring solutions
  • To develop relationships with Key persons in the groups, acquire new customers & build client confidence
  • To be solution oriented, proactive in approach & alert in spotting opportunities
  • Grooming of RMs to prepare them for future growth.

Relationships


External clients – CFO/ Treasury Heads

Internal clients- BIU, Product, RMs, Leadership Team, Credit Committee


Qualification and Experience


  • Graduate/CA / MBA in finance/Marketing
  • 12-14 Years of relevant banking experience
  • Team leading experience of 4-6 years
  • good understanding of financial products, Credit & industries
  • Should have handled corporate clients for last few years.


Job Skills


Anticipating market trends pertinent to the target customer group allocated

Maintains a culture of integrity at the workplace by making decisions that abide by the highest moral ethics

Up to date with legal and banking regulations and policies to suggest corrective measures for self and team

Creates a culture that supports RMs to make informed business decisions regarding credit risk

Skills Required

Team Leader Corporate Banking Sales Wholesale Banking Banking Balance Sheet Account Management Banking Products Finance Marketing Financial Products Credit Risk

Free courses, interview questions and practice for each skill.

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Kotak Securities Ltd

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