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.
- 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
Job description provided by Kotak Mahindra Bank.
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