The Insurance & Mutual Fund Business vertical in the Banks & Financial Institutions Group (BFIG) department is a part of the Corporate, Institutional & Investment Banking (CIIB). The Insurance & Mutual Fund Business specializes in offering the complete suite of banking products to Insurance, Reinsurance, Reinsurance Brokers & 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 & Liability products. The RM has to work with product partners to maximize revenues cross group.
The present role is based out of Chennai in frontline sales/business team for building and handling the Insurance & Mutual Fund portfolio.
Focus on Mutual Fund & Insurance segment. Candidate must have experience in handling clients preferably MF/ Insurance clients. He /She should have basic understanding on Trade, CMS, Foreign Exchange Flows & Liability products.
· Acquire and on board new clients in Insurance and Mutual Fund segment.
· Maximize cross-sell with Custody, CBLO, Wealth, Salary Proposition & other group company products.
Should have 7 - 10 yrs. of business/sales experience in relevant business or wholesale banking.
· MBA or equivalent from reputed Institute/University
· Prior experience in managing Insurance & Mutual Fund clients preferred.
· Ability to Influence and build relationship with institutional clients.
· Analytical skills and understanding of financial statements / balance sheets
· Strong verbal and written communication skills
About Kotak Mahindra Group:
Established in 1985, the Kotak Mahindra Group is one of India’s leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Group’s flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank – Kotak Mahindra Bank Limited.
The consolidated balance sheet of Kotak Mahindra Group is over 1 lakh crore and the consolidated net worth of the Group stands at 13,943 crore (approx US$ 2.6 billion) as on September 30, 2012.
The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the company’s website at https://www.kotak.bank.in/en/home.html
