Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers.
Training frontlines attached to the respective branch.
Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions
Handling Customer queries, resolutions providing, Capability presentation to the prospective clients, sharing value propositions, on job profile boarding the client.
Conducting Training and Promoting to the all segments and Maintain cordial Relationship with all of them
Responsibility includes Servicing Portfolio customers as well as branch.
Contacting. SME and Retail customers in order to develop new clientele for Trade
Executing documents,
ensuring seamless and effective implementation of txns and enabling qualitative delivery of assured solutions.
Periodically meeting the acquired client to ensure proper servicing and to get deeper penetration and wallet share.
Demonstrating proficient customer management skills, effective planning and problem handling skills during Customer interactions of process and procedures.
Job Requirements :
- 3-15 years of experience in banking or a related field, preferably in trade sales or trade finance.
- Robust understanding of forex trading, including spot FX, forward contracts, options, etc.
- Proven track record of achieving sales targets and growing revenue streams.