Job Description 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 current 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 o

📌 TRADE ACQUISITION RM (India)
🏢 ACURA SOLUTIONS
📍 India