- 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
Desired Candidate Profile
- Graduate (PG preferred)
- Minimum 2 years of relevant experience in Current Account acquisition/sales
- 13 years of Trade FX/FES experience preferred
- Strong 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 candidate profile
- 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, strong current Account acquisition experience is mandatory.