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

  • icon job experience 6 - 10 Years
  • icon job opening 3 Openings
  • icon salary 18.0-20.0 Lac/Yr
  • icon job location Mumbai

Key Skills

Insurance Manager Relationship Manager Banking Manager Finance Head Finance Manager Finance Officer Channel Sales

Job Description

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 : M.B.A/PGDM, CA

Role : Relationship Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

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