Trade Relationship Manager-BRANCH BANKING-Retail Sales

1-3 years
8 days ago 2 Applied
Job Description

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




geographic segments
client behaviour

Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai. It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management.