Relationship Manager - Private Equity and Financial Institutions
Kotak Mahindra Bank Limited
Work from Office
Full Time
Min. 6 yearsJob Description
Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales
- Responsible for originating new business from domestic and international private equity and real estate funds to drive fee income and maintain CASA balances. - Support origination of private equity-linked financing opportunities and expand the client portfolio. - Manage and nurture relationships with existing private equity, real estate fund, and financial consultancy clients. - Identify cross-selling and upselling opportunities to deepen client engagement and enhance revenue. - Drive end-to-end transaction execution and coordinate with internal teams such as Credit, Treasury, Custody, Escrow, CMS, and Operations. - Oversee ongoing account management and ensure timely resolution of client requirements and operational issues. - Requires strong domain expertise in asset, FX, trade, and cash management services with a sound background in private equity banking and FDI custody. - Educational qualification includes MBA, CA, or CFA with 6-10 years of experience in banking and financial services, including 3-5 years in business development.Job role
Job requirements
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