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 new 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. ·
- Excellent knowledge of client behaviour & engagement in each product / geographic segments ·
- High energy levels and enthusiasm, should have winning attitudes ·
- Out of box thinker and creative problem solver. ·
- Good listener and should possess excellent communication skills. ·
- Excellent negotiator and smart worker ·
- Result-oriented especially in achieving given NTBs and sales targets. ·
- Good oral and written communication ·
- Should be positive in strategizing, aggressive but compliance oriented

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