Relationship Manager-TREASURY-FOREX MERCHANT-Sales – Mumbai, Maharashtra – Kotak Mahindra Bank

November 23, 2022

Job Description

Job title: Relationship Manager-TREASURY-FOREX MERCHANT-Sales

Company: Kotak Mahindra Bank

Job description: Job Description:

Job Role

Financial Objective:

  • Achieve budgeted Revenue and Volume target at the customer and segment level
  • Increase Trade and FX wallet share of the customers
  • Grow derivative business in the given set of customers
  • Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities

Relationship Management – External and Internal:

  • Direct coverage of customers more at the operating level of the customer
  • Build relationships with clients and leverage the relationships for enhanced business
  • Manage internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives

Internal Processes:

  • Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank
  • Hedging of all positions arising out of the transactions covered
  • Capturing all transactions in all the front office systems of the bank as per the policy
  • Ensuring all treasury related documents are submitted by the customer in defined TAT
  • Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes

Risk Management and Risk Mitigation:

  • Risk management and Risk mitigation ideas for the corporate
  • Manage Bank’s credit and market risk when offering products to customers
  • Evaluate Reputational and Legal Risk for the Bank on product offerings to customers

Job Requirements

  • Qualification – MBA in Finance / Marketing
  • Ideally should have 5-8 yrs. of relevant experience
  • Treasury product knowledge, including knowledge about pricing. Adequate knowledge of markets, with ability to interpret these data and use it for business opportunities
  • Compliance and TAT orientation
  • Good communication skills
  • Strong analytical and mathematical acumen, data interpretation skills
  • Ability to Multi-task
  • Knowledge of RBI regulations


  • Spent minimum 1 year in the same division function role location
  • Applications can be made for roles in same level or one level above
  • IJP policy to be followed


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For other Kotak Group Companies: If you wish to apply for this position, please send in your application to
[email protected]

Expected salary:

Location: Mumbai, Maharashtra

Job date: Wed, 23 Nov 2022 05:00:38 GMT