Kotak Mahindra Bank - Treasury Relationship Manager - FX

Role Overview :

- The Treasury RM - FX role is responsible for managing and growing the bank's foreign exchange (FX) business with Retail clients in the Mumbai and Navi Mumbai region.

- This role involves developing and maintaining strong client relationships, understanding their FX needs, and providing tailored solutions to help them manage their currency risk effectively.

- The Treasury RM - FX collaborates closely with the trading desk, product specialists, and other internal stakeholders to deliver exceptional service and drive revenue growth.

Key Responsibilities :

- Develop and execute a sales strategy to acquire new retail clients and expand relationships with existing clients for FX products and services.

- Analyze clients' FX exposures and provide customized hedging solutions, including spot transactions, forwards, options, and other derivative products.

- Monitor market trends and regulatory changes to provide timely and relevant market insights to clients.

- Collaborate with internal teams, including trading, operations, and compliance, to ensure seamless execution of client transactions and adherence to regulatory requirements.

- Prepare and present proposals, presentations, and marketing materials to clients.

- Achieve individual and team sales targets and contribute to the overall growth of the FX business.

- Ensure compliance with all internal policies and procedures, as well as regulatory requirements.

Required Skillset :

- Demonstrated ability to build and maintain strong relationships with corporate clients.

- Strong understanding of FX markets, products, and risk management techniques.

- Excellent communication, presentation, and negotiation skills.

- Proven ability to analyze client needs and develop customized solutions.

- Ability to work independently and as part of a team in a fast-paced environment.

- 6-10 years of experience in FX sales or trading