Role & responsibilities
Acquire quality Current Account customers engaged in International Trade.
Identify target markets and customer segments.
Ensure compliance with KYC, AML and regulatory requirements.
Guide customers on applicable rates, charges and product offerings.
Activate the first trade transaction and deepen relationships.
Drive Trade & FES product penetration including Forward Contracts, LC/BG/BC, Travel Cards, etc.
Maintain healthy CA balances and generate asset leads.
Ensure seamless customer handover to Branch Operations.
Achieve business, income and acquisition targets.
Manage customer retention, service delivery, SLAs and TATs.
Handle customer escalations and ensure timely resolution.
Execute promotional and business development activities as advised by ASM/RSM.
Maintain awareness of competitor activities and market practices.

Preferred candidate profile
Graduate (PG preferred).




Minimum 2 years of relevant experience in Current Account acquisition/sales.
13 years of Trade FX/FES experience preferred.
Solid understanding of Trade Finance and FES products.
Excellent sales, negotiation and client engagement skills.
Solid communication skills and result-oriented mindset.
Aggressive in business acquisition while being compliance-focused.

Preferred Backgrounds
HDFC Bank PB Sales / CA Team
Axis Bank CBG RM / Transaction Banking RM
Yes Bank – BRP / PRM
ICICI Bank – Trade RM / CA Team / Transaction Banking Team
IDFC First Bank – CA Team / Trade Consultant

Note: Trade Forex knowledge is highly preferred; however, robust Current Account acquisition experience is mandatory.

📌 Walk In 01st August Walk In Trade Relationship Manager Delhi (India)
🏢 Kotak Mahindra Bank
📍 India