Trade Relationship Manager-BRANCH BANKING-Branch Banking
Published date: 2024/01/10
- Location: जयपुर, राजस्थान, India
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...
§ 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...
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