Trade Relationship Manager-BRANCH BANKING-Branch Banking

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