Rm-insurance and Mutual Fund - Mumbai, India - Ready2Hire Recruitment Consultant

Deepika Kaur

Posted by:

Deepika Kaur

beBee Recuiter


Description

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:

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 crosssell 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 610 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

Required Skills:
Mutual Fund, Mutual Funds, Capital Markets, Wholesale Banking, Private Equity, Investment Banking,Balance Sheets,Foreign Exchange,Financial Statements


Job Type
Full-Time


Available Positions
1


Functional Area
Auto Insurance


Industry
Banking


Qualification
Any


Job Types:
Full-time, Regular / Permanent


Salary:
₹2,000, ₹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:


  • RMbanking: 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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