Relationship Manager - Private Equity and Financial Institutions

Not Disclosed

Kotak Mahindra Bank Limited

Ambernath West, Mumbai

6 - 6+ years Experience in Sales / Business Development

1 Opening

Full Time

Job Highlights

All Education levels

All genders

5 days working | Day Shift

Job Description

Relationship Manager-FINANCIAL INSTITUTIONS GROUP-CAPITAL MARKET-Sales Relationship Manager- Private Equity (Banking & Financial Institution Group) Ø Originate 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. Ø Support origination of private equity–linked financing opportunities and expand the bank’s client portfolio. Ø Manage and nurture relationships with existing private equity, real estate fund, and financial consultancy clients. Ø Identify cross-selling and upselling opportunities to deepen client engagement and enhance revenue generation. Ø Drive end-to-end transaction execution and ensure seamless coordination across internal teams. Ø Liaise with cross-functional teams including Credit, CAD, Treasury, Custody, Escrow, CMS, and Operations for smooth account management. Ø Oversee ongoing account management activities and ensure timely resolution of client requirements and operational issues. Ø M.B.A from reputed institutes or CA or CFA. Ø Overall 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. Ø Relationship Manager sourcing asset, FX, trade and liability related products. Ø Sound background knowledge of financial sector at large with specific experience of private equity banking and FDI custody segment in particular will be preferred. Ø Sound sales orientation with persistence and drive to break into sticky business. Ø Strong domain expertise with asset, fx, trade and cash management services is necessary Experience Level Mid Level

Other Details

It is a Full Time Sales / Business Development job for candidates with 6 - 6+ years Experience.

More about this Relationship Manager - Private Equity and Financial Institutions job

What qualifications and experience are required for this Relationship Manager - Private Equity and Financial Institutions position?
Ans : Candidates should have All Education levels with 6-7 years of experience.
What is the salary and job type for this role?
Ans : Salary details will be shared during the hiring process.
What shift and timings does this job follow?
Ans : This Relationship Manager - Private Equity and Financial Institutions job follows a Day shift.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Ambernath West, Mumbai.
How many openings are available for this position?
Ans : There is 1 opening available for this position.
Is this job open for all genders?
Ans : Yes, this Relationship Manager - Private Equity and Financial Institutions job is open for both male and female candidates.
Where is this job located?
Ans : This Relationship Manager - Private Equity and Financial Institutions job is located in Ambernath West, Mumbai.
Why should you apply for this Relationship Manager - Private Equity and Financial Institutions job?
Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening available.