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 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 current 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
· Result-oriented especially in achieving given NTBs and sales targets.

📌 Trade RM_Mumbai (Mumbai)
🏢 JobStation
📍 Mumbai