Hiring Insurance and Mutual Fund Relationship Manager - Banks and Financial Institutions Group

Martincolt

Position: Insurance and Mutual Fund – Relationship Manager - Banks and Financial Institutions Group

BFIG:

Banks and Financial Institutions Group (BFIG) as a group in the bank has the following verticals – Custody, Correspondent Banks, Private Equity, Insurance, Mutual Funds, Capital Markets and NBFC.

The Insurance and Mutual Fund Business vertical in the Banks and Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional and Investment Banking (CIIB). The Insurance and Mutual Fund Business specializes in offering the complete suite of banking products to Insurance, Reinsurance, Reinsurance Brokers and Mutual Fund clients. We mange client relationships pan-India and leverage relationship and cross sell all banking products such as General Banking, Trade, Cash Management solution, FX, Custody, CBLO, Treasury and Liability products. The RM has to work with product partners to maximize revenues cross group.

Desired Skills / Competencies / Job Description:

1. Focus on Insurance segment. Candidate must have experience in handling insurance clients. He should have basic understanding on Trade, CMS, Foreign Exchange Flows and Liability products

2. Acquire and on board new clients in Insurance and Mutual Fund segment

3. Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition and other group company products

4. Prior experience in managing Insurance and Mutual Fund clients is preferred

5. Ability to influence and build relationship with institutional clients

6. Analytical skills and understanding of financial statements / balance sheets

7. Strong verbal and written communication skills

Qualification: MBA from reputed institutes or CA or CFA

Experience: Should have 6 to 10 years of business / sales experience in relevant business of wholesale banking

Work location: Mumbai

Salary: INR 18 LPA to INR 20 LPA

No of vacancies: 3 numbers

Contact HR: Mr. Martin

• Experience

  6 - 10 Years

• No. of Openings

  3

• Education

  Chartered Accountant, M.B.A/PGDM

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office