Relationship Manager_FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET_0412_1314_1081304_HRR
Role Overview
Relationship manager for the Private Equity and Consultancy verticals within Kotak Mahindra Bank’s Financial Institutions Group.
The group serves financial-sector clients and provides services including foreign exchange remittances, custody, escrow, financing, liability and asset products, and derivatives clearing.
The description lists the position as Associate Vice President (M5) or Deputy Vice President (M6), reporting to a Senior Vice President (M8).
Key Skills for This Role
Full Job Posting
Role overview
Relationship manager for the Private Equity and Consultancy verticals within Kotak Mahindra Bank’s Financial Institutions Group.
The group serves financial-sector clients and provides services including foreign exchange remittances, custody, escrow, financing, liability and asset products, and derivatives clearing.
The description lists the position as Associate Vice President (M5) or Deputy Vice President (M6), reporting to a Senior Vice President (M8).
Role responsibilities
- Originate new business from Indian and foreign private equity and real estate funds, including foreign exchange, custody, escrow and cash management fee opportunities.
- Build sustainable current account balances and support origination of private-equity-related financing opportunities.
- Manage selected existing private equity, real estate fund and financial consultancy clients, and develop further business within those relationships.
- Coordinate transactions end to end across Credit, CAD, Treasury, Custody, Escrow, CMS and other Operations departments.
Candidate requirements
- MBA from a reputed institute, CA or CFA.
- Around 6–10 years of banking and financial services experience, including at least 3–5 years as a business development relationship manager sourcing asset, foreign exchange, trade and liability products.
- Private equity banking and FDI custody experience is preferred.
- Requires sales orientation, persistence and drive, plus domain expertise in asset, foreign exchange, trade and cash management services.
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