Trade Acquisition Rm

Position

Relationship Manager Trade Acquisition

Department

Retail / Business Banking Trade Forex

Role Overview The Trade Acquisition RM will be responsible for acquiring New-to-Bank customers engaged in domestic and international trade , building Current Account relationships, and generating business through Trade Finance, Forex and related banking products.

Key Responsibilities

- Acquire New-to-Bank Current Account customers involved in Import/Export and international trade.
- Identify and target potential customers across relevant business segments and markets.
- Generate leads through open market sourcing, referrals, branch channels and existing networks .
- Understand customer business requirements and offer suitable Trade Forex solutions .
- Drive activation and usage of the first trade transaction after customer onboarding.
- Generate business through LC, BG, Bill Collection/Discounting, Trade Loans and Forex solutions .
- Explore opportunities for Forward Contracts, FX transactions and other Trade/FES products .
- Maintain healthy Current Account balances / AMB and improve customer wallet share.
- Generate leads for Asset, Working Capital and other banking products .
- Coordinate with Credit, Operations, Trade Desk and Compliance teams for smooth customer onboarding and transaction execution.
- Ensure adherence to KYC, AML,



RBI/FEMA and internal compliance guidelines .
- Maintain strong relationships with customers and ensure timely resolution of service-related issues.
- Monitor competitor activities and market trends to identify new business opportunities.
- Achieve assigned NTB, Trade Volume, Fee Income, FX Revenue and CASA targets .

Candidate Profile
- Graduate in any discipline; MBA/PGDM preferred.
- 15 years of experience in Trade Finance, Forex, Transaction Banking, Business Banking or Retail/SME Banking.
- Candidates with experience in Trade Forex / FES products will be preferred.
- Strong understanding of LC, BG, Bill Collection, Import/Export and Forex products .
- Excellent sales, communication and negotiation skills.
- Solid customer acquisition and relationship-management capabilities.
- Target-oriented with good market knowledge and networking ability.
- Willingness to travel extensively for customer acquisition.

Key Skills Trade Finance | Forex | FES | Current Account Acquisition | Import Export | LC | BG | Bill Discounting | Customer Acquisition | Relationship Management | CASA | Cross-Selling | Business Development

Key Performance Areas

NTB Acquisition | Trade Volume | FX Income | Fee Income | CASA/AMB | Customer Activation | Cross-Selling | Revenue Generation

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📌 TRADE ACQUISITION RM (Rajkot)
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📍 Rajkot