Strategic/ Managerial Responsibilities
Personal responsibility for making decisions in both easy 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