Job Role :
Meeting Recent & existing clients for identifying current opportunities in Forex
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 Branch Banking Pune
🏢 Leading
📍 Pune