Job Purpose

Manage day to day transaction of Institutional Banking Group clients in Trade, CASH, ACCOUNT OPENING and Loans. Work closely with the client, Central Operations, Business unit, Branch and other stake holders to ensure both transactional and non-transactional gets addressed and resolved. Drive metrics to ensure seamless servicing.

Key Accountabilities

Client servicing and handholding of Trade, CASH, ACCOUNT OPENING and Loans transactions. Incumbent would be the single point of contact for the client for all transactions.

Job Duties & responsibilities

- Managing day to the transaction of trade, CASH, ACCOUNT OPENING and loan for the IBG set of customers.
- Need knowledge of handling ITT/OTT transaction.
- Own the Customer Transaction end to end.
- Strengthen relationship with the various stake holders like branches, Relationship Managers and Strengthen internal teams to resolve all queries and issues promptly.
- Ensure that the self KPIs and KRI’s are managed and maintained as per the group’s expected standards.
- Ensure customer concerns and complaints are satisfactorily resolved within the committed timelines.
- Maximise customer satisfaction,



retention by maintaining “Top of the Class” service standards in all client interactions (both internal clients and external clients).

Required Experience/ Competencies

- Should have working knowledge of various Trade Products related to Documentary Letters of Credit, Standby Letters of Credit, Bank Guarantee, Bank-to-Bank Reimbursements, Fund Transfer, and Swifts
- 7+ years of Work Experience in handling the Trade Finance, CASH, ACCOUNT OPENING and loan products.
- Excellent Client / Customer management skills, business orientation
- To manage processes and metrics on a day-to-day basis
- To provide proper guidance and support to the team as required, capability to identify areas of risk and ensure proper mitigates and controls are put in place.
- Well versed with RBI master directions
- High Emotional Intelligence required to connect with and help customers. Ability to think aloud and empathise with customers.

Education / Preferred Qualifications

- Graduate / Postgraduates from Reputed Institutes.

📌 Trade Desk Manager (Gift City) (Gandhinagar)
🏢 DBS Bank
📍 Gandhinagar