About the role
| | | | | --- | --- | --- | | Trade Relationship Manager | | | | | | | | 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 | | |
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