Trade Relationship Manager
Kotak Mahindra Bank
Trade Relationship Manager
Kotak Mahindra Bank
Gurgaon/Gurugram
Not disclosed
Job Details
Job Description
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 |
Job role
Work location
Gurgaon, 0261-Gurgaon- Mehrauli Gurgaon Road-HAR, Jmd Regent Square, Mehrauli, Gurgaon, Haryana, India
Department
Banking / Insurance / Financial Services
Role / Category
BFSI Project Management
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Min. 1 year
About company
Name
Kotak Mahindra Bank
Job posted by Kotak Mahindra Bank
This job has expired