Relationship Manager - Financial Institutions Group (Capital Markets Sales)

Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales

Relationship Manager for the Private Equity and Consultancy verticals within the Financial Institutions Group(FIG) at Kotak Mahindra Bank. 

• Originate new business from Indian and foreign private equity and real estate funds to achieve strong fee income (fx, custody, escrow, CMS), sustainable high current account balances and also support in originating  PE related financing opportunities. 

• Hands-on relationship management of the Bank’s existing select private equity/real estate fund clients and Financial Consultancy clients and deeper mining for enhanced business.

• End-to End internal coordination for transactions, regular account management for with multiple internal departments like Credit, CAD, Treasury, Custody, Escrow, CMS and other operations departments. 

 

 

1. M.B.A from reputed institutes or C.A or CFA. 

2. Overall work experience in banking and financial services of around 6-10 years with hands-on experience of at least 3-5 years as a business development Relationship Manager sourcing asset, fx, trade and liability related products.

3. Sound background knowledge of financial sector at large with specific experience of private equity banking and  FDI custody  segment in particular will be preferred. 

4. Sound sales orientation with persistence and drive to break into sticky business.

 

 

 

 

Strong domain expertise with asset, fx, trade and cash management services is necessary.

Experience Level

Mid Level