Verified Job
Accounting - Finance
Trade Relationship Manager Branch Banking Branch Banking
Accounting - Finance
#294305
Remote / WFH
Job Description
Job Role:
§ Acquire quality Current Accounts Customers who are dealing in International Trade. § Identify target markets and Segments § Ensure to follow all compliance and KYC norms while acquiring § Ensure that the customer is guided regarding rates and charges. § Commission and Rates to be fixed in the system. § Activate the first trade transaction. § Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. § Ensure that clients keep high CA AMB values in the accounts opened. § Generation of Asset leads. § Smooth handover of the customer to the Branch operations team § To educate customers regarding Cut off times and follow the SLA’s § Maintain a low cost of acquisition by acquiring bigger value of accounts § To achieve Business / Income targets § To have full knowledge of competitor’s activities and report those to ASMs § To coordinate and ensure service delivery happens as per SLAs and TATs § Acquisition and retention of new customer across all the segments. § Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. § Retention of existing customers base § Handling customer complaints and escalate the complaints to competent authorities for resolutions. § Ensure all required documents for the agent empanelment including KYC as per bank’s policy are in place for smooth business relationship. § Deliverance of the required sales pitch for the respective product. § Timely submission of required reports. § Execute promotional activities conveyed by ASM/RSM § Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.
Job Requirement:
· Graduate, PG preferable · 1 to 3 years of Trade Fx and FES preferably in Banking Industry. · Excellent Domain knowledge. · Exhaustive knowledge of Trade and FES products . · Excellent sales skills. · Excellent knowledge of client behaviour & engagement in each product / geographic segments · High energy levels and enthusiasm, should have winning attitudes · Out of box thinker and creative problem solver. · Good listener and should possess excellent communication skills. · Excellent negotiator and smart worker · Result-oriented especially in achieving given NTBs and sales targets. · Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
§ Acquire quality Current Accounts Customers who are dealing in International Trade. § Identify target markets and Segments § Ensure to follow all compliance and KYC norms while acquiring § Ensure that the customer is guided regarding rates and charges. § Commission and Rates to be fixed in the system. § Activate the first trade transaction. § Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. § Ensure that clients keep high CA AMB values in the accounts opened. § Generation of Asset leads. § Smooth handover of the customer to the Branch operations team § To educate customers regarding Cut off times and follow the SLA’s § Maintain a low cost of acquisition by acquiring bigger value of accounts § To achieve Business / Income targets § To have full knowledge of competitor’s activities and report those to ASMs § To coordinate and ensure service delivery happens as per SLAs and TATs § Acquisition and retention of new customer across all the segments. § Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines. § Retention of existing customers base § Handling customer complaints and escalate the complaints to competent authorities for resolutions. § Ensure all required documents for the agent empanelment including KYC as per bank’s policy are in place for smooth business relationship. § Deliverance of the required sales pitch for the respective product. § Timely submission of required reports. § Execute promotional activities conveyed by ASM/RSM § Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.
Job Requirement:
· Graduate, PG preferable · 1 to 3 years of Trade Fx and FES preferably in Banking Industry. · Excellent Domain knowledge. · Exhaustive knowledge of Trade and FES products . · Excellent sales skills. · Excellent knowledge of client behaviour & engagement in each product / geographic segments · High energy levels and enthusiasm, should have winning attitudes · Out of box thinker and creative problem solver. · Good listener and should possess excellent communication skills. · Excellent negotiator and smart worker · Result-oriented especially in achieving given NTBs and sales targets. · Good oral and written communication Should be good in strategizing, aggressive but compliance oriented
