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Assistant Relationship Manager – Insurance & Mutual Fund Segment

Mumbai

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Department: BFIG – Assistant Relationship Manager (ARM)

Location: Mumbai

Reporting To: Insurance and MF Segment Head

Grade: M2 / M3

Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RM’s for client requirements, strengthen relationship & increase business share.

Job Role:

· Candidate must have 1-3 years of experience in managing clients preferably corporate, Institutional or MNC sector with basic understanding of Banking product, KYC & Process.

· Meet clients, track identified opportunities, strengthen client relationship along with RM’s

· Monitor Trade / FX flows & coordination with Treasury team for rate related queries

· Arrange necessary approvals for client related matters from Sr. Management

· Coordinate with Compliance, Legal, Ops, CAD, Seso, TD desk for client related queries

· Arrange regular calls with Trade desk, Seso along with client for better coordination & query resolution.

· Strengthen client relationship, improve client recall and grow business

Job Requirements:

· Should have 1 -3 yrs. of minimum relevant experience

· Prior experience in managing MNC, Corporate or Financial Institutions preferable

· Good spoken & written communication skills

· Positive attitude & believes in team work.

Experience 1 - 3 Years
Salary 5 Lac To 9 Lac P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Client Requirements Investment Banking Managing client KYC CAD walk in

About Company

Company Name

Kotak Mahindra Bank

About Company Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). At BFIG we mange client relationship & cross sell banking products such as Trade, Cash Management solution, FX, Custody, CBLO , Treasury & Liability products. The ARM primary roll to support RM’s for client requirements, strengthen relationship & increase business share.
Contact Person Purvaja
Mobile 7974624364
Email ID purvaja@staffhire.net



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