Trade Relationship Manager-BRANCH BANKING-Branch Banking
Published date: 2024/01/10
- Location: Jaipur, Rajasthan, 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 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.
§ 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.
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