Description
Increase trade & Trade & Fx penetration
Increase of Trade & Trade & Fx revenue
Support Large Corporate RMs for scoping market for Trade & Fx products including Structured Deals
Close coordination with treasury/dealing room for booking Trade & Fx rates and completion of transaction.
Responsibilities
Ensure Trade & Fx penetration in potential Large Corporate clients.
Ensure revenue generation as per budget from Trade & Fx clients.
Identify prospect from existing Customer for Trade & Fx penetration and increase product penetration.
Provide guidance to RMs in terms of scoping the market for Trade & Fx intensive clients to be acquired as Recent to Bank Clients (NTB)
Regularly meet Trade & Fx clients, both existing & potential,
along with RMs and help in NTB acquisition by preparing client specific USP/pitch points.
Regularly monitor Trade & Fx flows and ensure those to be in line with Client potential/commitment to route through us.
Coordinate closely with Treasury & Corporate Branches to ensure all Trade & Fx transactions happen at the agreed rates and if possible do the trending.
Structured Trade Finance and Solutioning including Supply Chain Financing
Work towards maximization of EEFC balances.
Wallet and Account Planning
Closure of Regulatory O/s
Qualifications
Qualification: Graduate/Post Graduate
Experience: 14 to 18 years
📌 Trade & Fx Rsm Large Corporates Kolkata
🏢 CSB Bank
📍 Kolkata
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