Hiring_Trade-Relationship Manager_Banking Industry..!!
Visualizza: 103
Giorno di aggiornamento: 06-05-2024
Località: Rajkot Gujrat Ahmedabad Vadodara / Baroda
Categoria: Finanza / Banca / Azione Assicurazione
Industria: Banking
Posizione: Domestic Private Banking-Executive/Manager
Tipo di lavoro: Full Time, Permanent
Esperienza: 2 - 7 years
Contenuto del lavoro
Roles and Responsibilities
Key Responsibilities:
• 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 SLAs
• Maintain a low cost of acquisition by acquiring bigger value of accounts
• To achieve Business / Income targets
• To have full knowledge of competitors 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 banks 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
Interseted Candidates can share their cv on jobs11@dreamsplacement.com and can contact on 8982050507
Thanks & Regards,
Khushboo Mittal
Sr. HR- Executive
Contact No - 8982050507.
Mail id - jobs11@dreamsplacement.com
Scadenza: 20-06-2024
Clicca per candidarti per un candidato gratuito
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