Trade Relationship Manager

Trade Relationship Manager-RL SALES-Retail Sales

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

Experience Level

Mid Level