Position: RM-Insurance-Mutual Fund

Min Experience : 6 Years

Max Experience : 10 Years

Notice Period : Max 30 days

Location : Mumbai

Budget: 20L to 23L

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 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.

Job Requirement :

- 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

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

- IJP policy to be followed

ONLY Female candidates

Job Type : Full-Time

Available Positions : 1

Functional Area : Auto Insurance

Industry : Banking

Qualification : Any

Job Types : Full-time, Regular / Permanent

Salary : 2,000,000.00 - 2,300,000.00 per year

Schedule: Day shift

Ability to commute/relocate:

Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Preferred)

Application Question(s):

- What is your current location?

- What able to relocate mumbai location?

- What is your official notice period? it is negotiable?

Education :

Master's (Preferred)

Experience:

RM-banking: 6 years (Preferred)

Wholesale banking : 6 years (Preferred)

Mutual funds : 6 years (Preferred)

Investment banking : 6 years (Preferred)

Foreign exchange : 6 years (Preferred)

Financial statement preparation: 6 years (Preferred)

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