Trade Relationship Manager-BRANCH BANKING-Branch Banking

☞ Kotak Mahindra

View: 102

Update day: 06-05-2024

Location: Kolkata West Bengal

Category: Finance / Bank / Stock Energy Restaurant / Hotel / Tourism

Industry:

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Job content

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


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Deadline: 20-06-2024

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