Kotak Mahindra Bank

Senior Trade Relationship Manager

Kotak Mahindra Bank
Kolkata/Calcutta
Not disclosed
Work from OfficeWork from Office
Full TimeFull Time
Min. 5 yearsMin. 5 years

Job Description

Senior Trade Relationship Manager-Sales-Retail Sales

As a Senior Trade Relationship Manager, you will be responsible for driving trade and forex business by acquiring new current account customers and generating revenue through trade-related services. This role demands a strong understanding of trade finance, customer engagement, and cross-functional collaboration to deliver seamless banking solutions. You will work closely with Trade Product Sales Managers (PSMs) and Asset Relationship Managers (RMs) to convert leads and offer comprehensive financial solutions. The role also involves sourcing consumer and commercial asset cases, maintaining process discipline, and ensuring high levels of customer satisfaction. This is a high-impact role suited for professionals with a proactive mindset, strong relationship-building skills, and a passion for delivering results in a competitive market. Source new trade and forex current account customers in the assigned region. Generate trade and FX revenue from self-sourced accounts through proactive engagement. Provide trade-related services and solutions to acquired clients. Collaborate with Trade PSMs and Asset RMs to convert trade and asset leads into business. Source consumer and commercial asset cases to support overall business growth. Ensure adherence to process discipline and compliance across all activities. Maintain high levels of engagement with internal teams and external customers. Take ownership of performance and continuously raise the bar through innovation and effort. Demonstrate a results-driven approach while maintaining process integrity. Deliver consistent customer service and resolve queries promptly to ensure satisfaction.

Experience Level

Senior Level

Job role

Work location
Work locationKolkata, West Bengal, India
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryLife Insurance
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceMin. 5 years

About company

Name
NameKotak Mahindra Bank
Job posted by Kotak Mahindra Bank

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