GMX - Relationship Manager - Insurance & Mutual Fund Business Vertical

Designation: RM - Mutual Fund and Insurance

Reporting: Executive Vice President/Vice President

Banks & 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 & 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.

Job Description:

- Focus on the Insurance segment. Candidate must have experience in handling insurance clients. She should have a basic understanding of Trade, CMS, Foreign Exchange Flows, and 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.

Job Requirement:

- MBA from reputed institutes or CA 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

Eligibility:

- Spent minimum 1 year in the same division function role location

- Applications can be made for roles in same level or one level above

ONLY Female candidates