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Trade Forex Relationship Manager

1 month ago

Bengaluru, India Waytogo Consultants Full time
  • 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 & Forex, CMS & 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 the 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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