Requirements :
- M.B.A from reputed institutes or C.A or CFA.
- Should have 6-10 yrs. of business/sales experience in relevant business of wholesale banking
- 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
Responsibilities :
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.
- Focus on Insurance segment. Candidate must have experience in handling insurance clients. He 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.
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