Job Description
Job Description
JD for a Relationship Manage in the Custody and Derivatives Clearing – Sales - Banks & Financial Institutions Group
Grade: M3/M4
Designation: RM - Custody & Derivative Clearing Sales
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.
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Job Description:
• Acquisition of Foreign Portfolio Investor (FPI)/Domestic AIF and PMS clients based out of Overseas / Domestic Geographies as the case maybe
• Will be required to make independent sales pitches to the client and diligently pursue & follow-up for the account
• Will be responsible for making Custody, Derivatives Clearing and Fund Accounting pitches to the client's CEO/CFO/CCO/COO and their respective teams
• May be required to travel extensively within India as well as Overseas
• Will be required to network with the people within the industry including Lawyers/CAs/Fund Administrators etc.
• Will also be responsible for all the activities of the client within the bank across verticals and will be required to cross-sell
Job Requirement:
• MBA from Tier 1 Institutes with 5-7 years post qualification experience in a similar field (Custody / Corporate Banking / Treasury / Institutional Equities/ BFIG)
• Qualification - CA/MBA in finance
• Understanding of SEBI and RBI regulations preferred
• Good communication and presentation 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
JD for a Relationship Manage in the Custody and Derivatives Clearing – Sales - Banks & Financial Institutions Group
Grade: M3/M4
Designation: RM - Custody & Derivative Clearing Sales
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.
.
Job Description:
• Acquisition of Foreign Portfolio Investor (FPI)/Domestic AIF and PMS clients based out of Overseas / Domestic Geographies as the case maybe
• Will be required to make independent sales pitches to the client and diligently pursue & follow-up for the account
• Will be responsible for making Custody, Derivatives Clearing and Fund Accounting pitches to the client's CEO/CFO/CCO/COO and their respective teams
• May be required to travel extensively within India as well as Overseas
• Will be required to network with the people within the industry including Lawyers/CAs/Fund Administrators etc.
• Will also be responsible for all the activities of the client within the bank across verticals and will be required to cross-sell
Job Requirement:
• MBA from Tier 1 Institutes with 5-7 years post qualification experience in a similar field (Custody / Corporate Banking / Treasury / Institutional Equities/ BFIG)
• Qualification - CA/MBA in finance
• Understanding of SEBI and RBI regulations preferred
• Good communication and presentation 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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager|FINANCIAL INSTITUTIONS GROUP|Sales position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.