19 Aug
|
Yes Bank
|
Panaji
Strategic/ Managerial Responsibilities
- Personal responsibility for making decisions in both simple and complex issues within given timelines.
Core Responsibilities
- Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio
- Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team.
- Cross sell of trade /treasury products to existing customers
- Focused & quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio
- Acquisition of current to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach
- To manage the sales for the suite of Trade Finance related products across the spectrum of Bank’s clients in a select location / region
Self-Management Responsibilities
- Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
- Undertake training of the relationship teams and risk teams wherever necessary to promote & structure Trade finance products/facilities
Risk And Internal Control Responsibilities
- Training of risk teams on trade products from regulatory perspective and market practices with relevant mitigants
- Ensuring the regulatory health of portfolio by reducing trade regulatory outstanding items
- Periodic monitoring of client transaction patterns and report any irregular spike or slowdown in client transactions
- Adhering to Trade KYC/AML guidelines, identifying transactional risk factors & mitigant
SECTION IV: KEY INTERACTIONS
Key Internal Interactions
Purpose of Interaction
Relationship Team
- Work with business RMs for acquiring, On-boarding and deepening relationships for Trade Products
Product Managers
- Work with PM for structuring t
📌 Product Sales Manager Trade Finance (Panaji)
🏢 Yes Bank
📍 Panaji