Trade Relationship Manager-BRANCH BANKING-Retail Sales

Candidate Experience site (Surat, GJ, India) 10 days ago

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 new 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.


· Good oral and written communication


Should be good in strategizing, aggressive but compliance oriented

Trade Relationship Manager-BRANCH BANKING-Retail Sales

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