As a Trade Relationship Manager in the Retail Sales vertical, you will be
responsible for acquiring and managing high-value Current Account customers
engaged in international trade. This role requires a solid understanding of
trade finance products, regulatory compliance, and customer relationship
management. You will work closely with internal teams and external clients to
drive business growth, ensure smooth onboarding, and deliver a seamless banking
experience. The role involves identifying potential markets and segments,
educating clients on trade-related offerings, and activating trade transactions.
You will also be expected to generate leads for asset products, ensure adherence
to KYC and compliance norms, and maintain a low cost of acquisition by targeting
high-value clients. Your ability to build long-term relationships, resolve
client issues, and stay updated on market trends will be key to success in this
role.

RESPONSIBILITIES

Acquire quality Current Account customers involved in international trade.
Identify and target high-potential markets and customer segments.



Ensure
complete compliance with KYC and regulatory norms during acquisition. Guide
customers on applicable rates, charges, and ensure system-level updates.
Activate the first trade transaction post-account opening. Promote and
cross-sell trade and FES products such as: Forward Contracts Letters of Credit
(LC) Bank Guarantees (BG) Bill Collection (BC) Travel Cards Encourage clients to
maintain high Average Monthly Balances (AMB). Generate leads for asset products
and ensure smooth handover to branch operations. Educate clients on cut-off
times and service-level agreements (SLAs). Maintain a low cost of acquisition by
focusing on high-value accounts. Achieve business and income targets
consistently. Monitor competitor activities and share insights with Area Sales
Managers (ASMs). Coordinate with internal teams to ensure timely service
delivery. Retain and grow the existing customer base throug

📌 Trade Relationship Manager-Sales-Retail Sales (Chennai)
🏢 Kotak
📍 Chennai