Relationship Manager - Private Equity and Financial Institutions
Kotak Mahindra Bank Limited
Apply on company website
Relationship Manager - Private Equity and Financial Institutions
Kotak Mahindra Bank Limited
Mumbai/Bombay
Not disclosed
Work from Office
Full Time
Min. 6 years
Job Details
Job Description
Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales
Relationship Manager- Private Equity (Banking & Financial Institution Group)
ØOriginate new business from domestic and international private equity and real estate funds to drive fee income (FX, custody, escrow, CMS) and maintain strong CASA balances.
ØSupport origination of private equity–linked financing opportunities and expand the bank’s client portfolio.
ØManage and nurture relationships with existing private equity, real estate fund, and financial consultancy clients.
ØIdentify cross-selling and upselling opportunities to deepen client engagement and enhance revenue generation.
ØDrive end-to-end transaction execution and ensure seamless coordination across internal teams.
ØLiaise with cross-functional teams including Credit, CAD, Treasury, Custody, Escrow, CMS, and Operations for smooth account management.
ØOversee ongoing account management activities and ensure timely resolution of client requirements and operational issues.
ØM.B.A from reputed institutes or CA or CFA.
ØOverall 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.
ØRelationship Manager sourcing asset, FX, trade and liability related products.
ØSound background knowledge of financial sector at large with specific experience of private equity banking and FDI custody segment in particular will be preferred.
ØSound sales orientation with persistence and drive to break into sticky business.
ØStrong domain expertise with asset, fx, trade and cash management services is necessary
Experience Level
Mid LevelJob role
Work location
Mumbai, Maharashtra, India
Department
Banking / Insurance / Financial Services
Role / Category
Banking/Loan Sales
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 6 years
About company
Name
Kotak Mahindra Bank Limited
Job posted by Kotak Mahindra Bank Limited
Apply on company website