Trade Relationship Manager-BRANCH BANKING-Retail Sales

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