Area Manager-TFX-Trade & Forex Sales-Sales

Area Manager-TFX-Trade & Forex Sales-Sales

About us: 

Established in 1985, Kotak Mahindra Group is one of India's leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group's flagship company, received banking license from the Reserve Bank of India (RBI), becoming the first non-banking finance company in India to convert into a bank - Kotak Mahindra Bank Ltd (KMBL).

Kotak Mahindra Group (Group) offers a wide range of financial services that encompass every sphere of life. From commercial banking to stock broking, mutual funds, life and general insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The premise of Kotak Mahindra Group’s business model is concentrated India, diversified financial services. The bold vision that underscores the Group’s growth is an inclusive one, with a host of products and services designed to address the needs of the unbanked and insufficiently banked. For more information, please visit the Company’s website at www.kotak.com

Roles & Responsibilities of Area Manager 

• Responsible for achieving assigned TFX targets for the respective location.

• To discuss, present and update on progress of plan to achieve the targets to senior management

• To regular monitor and increase in Asset book clients and utilization FB + NFB (Export finance limit- Pre-shipment & Post-Shipment / Import finance Limit – Buyers Credit, LCs / Bank Guarantee Limit, LCBD)

• Increase in Non-individual transaction clients base (Overall Portfolio).

• Monitoring compliance & statutory pendency and co-ordinate with respective teams for regularization of same. Pendency like EDPMS outstanding, IDPMS outstanding, FDI Reporting, ECB Reporting.

Meeting with existing clients base and driving the team for smooth on boarding of customers and seamless transaction processing thereby ensuring high level of customer service.  

• Participate and build relationship with industry influencer (Multiple Business Associations and Professional firms like CA, Corporate CS & Consultants)

• Regular meetings, Attending Business Reviews and Co-ordinate with ABMs & RBMs to drive branches and with other segment to achieve FX target.

Job Requirement:

• Preferred Qualification MBA / CA

• 12-15 years of experience in Trade and FX. Experience in Team handling would be added advantage.

• Hands-on Experience and Knowledge on FEMA Guidelines.

• Preferred Skills: Data analysis, Channel Management, Good Presentation Skills, MS Office & Word

Experience Level

Senior Level