Trade Relationship Manager Job Role: § 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 current 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. Job Requirement:
· Graduate, PG preferable · 1 to 3 years of Trade Fx
and FES preferably in Banking Industry. · Excellent Domain
knowledge. · Exhaustive knowledge of Trade and FES products .
· Excellent sales skills. · Excelle

📌 Trade Relationship Manager-RL SALES-Retail Sales (Gurugram)
🏢 Kotak
📍 Gurugram