Job Description

:Relationship Manager - BFIG Sales - Insurance & Mutual FundDepartment: Insurance Business, Banks & Financial Institutions Group - SalesLocation: Mumbai/ChennaiReporting To: Segment HeadGrade: M5 / M6The 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:\xc2\xb7 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.\xc2\xb7 Acquire and on board new clients in Insurance and Mutual Fund segment.\xc2\xb7 Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition & other group company products.Job Requirements:\xc2\xb7 Should have 5 - 10 yrs. of business/sales experience in relevant business or wholesale banking.\xc2\xb7 Prior experience in managing Insurance & Mutual Fund clients preferred.\xc2\xb7 Ability to Influence and build relationship with institutional clients.\xc2\xb7 Analytical skills and understanding of financial statements / balance sheets\xc2\xb7 Strong verbal and written communication skills

Kotak Mahindra Bank