[AS386] - Trade-Relationship Manager

[AS386] - Trade-Relationship Manager

07 Jun
Dreams Solutions

07 Jun

Dreams Solutions


Job Description

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 SLAs

Maintain a low cost of acquisition by acquiring bigger value of accounts

To achieve Business / Income targets

To have full knowledge of competitors 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 banks 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

Interseted Candidates can share their cv on [email protected] and can contact on (phone hidden)

Thanks & Regards,

Khushboo Mittal

Sr. HR- Executive

Contact No - (phone hidden).

Mail id - [email protected]

Role:Domestic Private Banking-Executive/Manager

Salary: Not Disclosed by Recruiter


Functional Area:Financial Services, Banking, Investments, Insurance

Role Category:Retail/Personal Banking

Employment Type:Full Time, Permanent

Key Skills

casa Compliance Retail Liabilities Banking Foreign Trade International Trade RTFX Sales KYC Liabilities Customer Complaints trade and forex Export Import Current Account Ca


UG:Any Graduate in Any Specialization



Company Profile

Dreams Solution


Company Info

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