Job Description

Trade Relationship Manager
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