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 recent 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. ·
Positive oral and written communication ·
Should be positive in strategizing, aggressive but compliance oriented