Trade Relationship Manager – Branch Banking
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Role
• Meeting New & existing clients for identifying new opportunities in Forex
• Candidate has current account exposure will be given preference
• Valuation of clients Forex portfolio
Details
• 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.
Requirements
• Sourcing new trade current accounts.
• Generating Trade & FX revenue from the self sourced accounts.
• Sourcing Consumer & Commercial BB cases.
• Marinating the CA balances in the accounts sourced
• Candidates who are in CA portfolio management , will be given high preference.
• Knowledge of Trading, Merchant desk, Interbank converting, foreign fund flow, etc.
Ideal Candidates for TRM- Candidates with trade and forex background or candidates with Current Account Acquisition
• Meeting New & existing clients for identifying new opportunities in Forex
• Candidate has current account exposure will be given preference
• Valuation of clients Forex portfolio
Details
• 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.
Requirements
• Sourcing new trade current accounts.
• Generating Trade & FX revenue from the self sourced accounts.
• Sourcing Consumer & Commercial BB cases.
• Marinating the CA balances in the accounts sourced
• Candidates who are in CA portfolio management , will be given high preference.
• Knowledge of Trading, Merchant desk, Interbank converting, foreign fund flow, etc.
Ideal Candidates for TRM- Candidates with trade and forex background or candidates with Current Account Acquisition
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