Role & responsibilities
- 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.

Preferred 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.
- Strong communication skills and result-oriented mindset.
- Aggressive in business acquisition while being compliance-focused.

Preferred Backgrounds
- 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, robust Current Account acquisition experience is mandatory.

📌 Walk-in || 24th July Walk In (Delhi)
🏢 Kotak Mahindra Bank
📍 Delhi