Role Purpose The Trade Relationship Manager is responsible for acquiring and managing trade-focused customers, driving trade business growth, increasing current account balances, generating Trade & Forex (TFX) income, and sourcing trade finance assets while delivering excellent customer service.

Key Responsibilities
Source and acquire recent Trade Current Accounts of importers, exporters, manufacturers, and trading companies.
Activate newly acquired trade accounts and ensure timely onboarding and transaction initiation.
Drive growth in Current Account balances by increasing customer engagement and transaction volumes.
Generate Trade & Forex (TFX) income through trade finance products, foreign exchange solutions, and cross-border banking services.
Source Trade Assets including Packing Credit, Post Shipment Finance, Buyers' Credit, and other trade finance products.
Build and maintain solid relationships with existing and prospective trade customers.
Identify customer needs and provide customized trade and forex solutions.
Work closely with Branch Banking, Trade Operations,



and Product teams to ensure seamless customer service and faster deal execution.
Ensure compliance with KYC, AML, RBI guidelines, and internal bank policies.
Achieve monthly, quarterly, and annual business targets across account sourcing, trade assets, TFX income, and CASA value.

Key Performance Indicators (KPIs)
Number of Trade Current Accounts sourced.
Trade Account Activation Rate.
Current Account Value / Average Balance (ABV).
Trade & Forex (TFX) Income generated.
Trade Asset Book sourced.
Customer acquisition and portfolio growth.
Cross-sell ratio and customer retention.

Preferred Qualifications
Graduate/Postgraduate in Commerce, Finance, Business Administration, or a related field.
2 to 8 years of experience in Trade Finance, Corporate Banking, Transaction Banking, or Relationship Management.
Robust understanding of Trade Finance products, Forex, Current Accounts, and Working Capital solutions.
Excellent relationship management, sales, negotiation, and communication skills.

📌 Trade Relationship Manager Gurugram
🏢 Pegasus International
📍 Gurugram