Job Role

- Meeting New & existing clients for identifying new opportunities in Forex current Account Acquisition

- Candidate has current account exposure will be given preference

- Valuation of clients Forex portfolio

Details
- 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 recent 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.

Requirements

- Sourcing new trade current accounts.

- Generating Trade & FX revenue from the self sourced accounts.

- Sourcing Consumer & Commercial BB cases.

- Marinating the CA balances in the accounts sourced

- Candidates who are in CA portfolio management , will be given high preference.

- Knowledge of Trading, Merchant desk, Interbank converting, foreign fund flow, etc.

Ideal Candidates for TRM- Candidates with trade and forex background or candidates with Current Account Acquisition.

📌 Trade Relationship Manager (India)
🏢 Mintskill HR Solutions
📍 India