Trade Relationship Manager

Kotak Mahindra Bank

Gurgaon/Gurugram

Not disclosed

Work from Office

Full Time

Min. 1 year

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