Job Description

Relationship Manager - BFIG Sales - Insurance & Mutual Fund Department: Insurance Business, Banks & Financial Institutions Group - Sales Location: Mumbai/Chennai Reporting To: Segment Head Grade: M5 / M6 The Insurance & Mutual Fund Business vertical in the Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). The Insurance & Mutual Fund Business specializes in offering the complete suite of banking products to Insurance, Reinsurance, Reinsurance Brokers & Mutual Fund clients. We mange client relationships pan-India and leverage relationship and cross sell all banking products such as General Banking, Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The RM has to work with product partners to maximize revenues cross group. The present role is based out of Mumbai in frontline sales/business team for building and handling the Insurance & Mutual Fund portfolio. Job Role: .Focus on Mutual Fund & Insurance segment. Candidate must have experience in handling clients preferably MF/ Insurance clients. He /She should have basic understanding on Trade, CMS, Foreign Exchange Flows & Liability products. . Acquire and on board new clients in Insurance and Mutual Fund segment. . Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition & other group company products. Job Requirements: . Should have 5 - 10 yrs. of business/sales experience in relevant business or wholesale banking. . Prior experience in managing Insurance & Mutual Fund clients preferred. . Ability to Influence and build relationship with institutional clients. . Analytical skills and understanding of financial statements / balance sheets . Strong verbal and written communication skills

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