Opening for Trade & Forex & Current Account - (Manager)
Published date: 2026/11/06
- Location: New Delhi, Delhi, India
• Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards • Maintain complete customer profile including the risk profile, demographics and assets in the bank • Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc. • Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans • Identify potential customers who can be sold tailored products to enhance product penetration • Acquire new customers by converting referral leads • Achieve targets as assigned by the organization on a monthly basis • Record and track all engagement activities through the CRM system • Coordinate with Service Team to resolve any issue raised by the client • Comply with KYC/SEBI rules, regulations, and legislation governing the Bank
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