Relationship Manager - Insurance & Mutual Fund Business

Relationship Manager-FINANCIAL INSTITUTIONS GROUP-Sales

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 Chennai in frontline sales/business team for building and handling the Insurance & Mutual Fund portfolio.

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.

Should have 7 - 10 yrs. of business/sales experience in relevant business or wholesale banking.

· MBA or equivalent from reputed Institute/University 

· 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

Experience Level

Mid Level