Acquisition and management of Trade and high value MSME customers for their working capital requirements
Catering to customer limits requirement of pre-shipment and post shipment finance
Complete life cycle management of the customer (acquisition, on-boarding , portfolio , activation and attrition management)
Enhance trade revenue by increasing wallet share in newly onboarded and existing trade accounts
Acquisition of recent trade and high value liability customers
Facilitate customer trade transaction and ensure straight through processing
Cross Sell of treasury solution such as Forwards & Options to trade customer
Provide Cash Management Services to customer
Team leader with positive mindset and self-driven approach
Responsible and accountable for delivering projects and assignments within timelines
Solution oriented approach and team-oriented skills.
Solid communication and interpersonal skills.
Conducting due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.
Monitoring and reduce compliance pending of bill of entry and export bills

📌 Relationship Manager Mumbai (India)
🏢 Yes Bank
📍 India