Trade Sales

3 weeks ago

Bengaluru, India AU SMALL FINANCE BANK Full time

Functional Role: Acquisition Manager RTFx (Trade and Forex)

Location:- Punjab-Ambala, Karnal, Chandigarh, Delhi-NCR, Kolkata, Mumbai, South-Bangalore, Kochi, Chennai, Gujarat- Surat, Ahemdabad, Rajasthan- Jaipur, Udaipur, UP-Agra, Kanpur, MP- Bhopal, Raipur.

Relevant Experience:- 2+ years of experience in Sales/Acquisition of RTFx Solutions.

Functional Competencies:-

  • Acquisition of Trade potential customers
  • Activation of all NTB Trade potential customers on Trade transactions
  • Continuous engagement with customers to ensure CASA and fee growth in such accounts.

Behavioral Competencies:-

  • Excellent Sales and Client management skills
  • Should be self-driven and have good analytical skills.
  • Good written and verbal communication skills.
  • Good presentation and negotiation skills

Job Responsibilities:-

Financial Responsibilities & Non-Financial Responsibilities:

  • To Drive acquisition of Trade and Forex Business for the Location assigned.
  • To generate fee through self-sourced acquisitions and ensuring YTD TFX fee & CASA budgets are achieved by the Channels (Liability & Assets).
  • Responsible for income and FCY throughput target set for the TFX products for the respective branches/business being supported.
  • Ensure in achieving NTB TFX customer acquisition plan for the Region.
  • Make independent and joint calls to Clients with CA Sales team/Business and Branch Banking teams.
  • Meet and service trade related queries & requirement of clients by liaising with Trade Ops/product/central team.
  • Customer focus
  • Ensuring Compliance pendency are cleared with in the timelines permitted by Regulators.
  • Ensuring increase in utilization of Non fund (BG/LC/LCBD) limits sanctioned to clients by Asset verticals.
  • Knowledge & subject matter expertise in domain is mandatory (RBI guidelines, FEMA & non-FEMA guidelines, AML/TBML, understanding of risk framework.
  • Ring fencing basis business banking solutions and increasing product to customers.

Compliance & Risk Responsibilities:-

  • To act as the first line of defense for the bank against fraud, financial crimes etc. and look for early warning signals.
  • To ensure that the product Sales is in compliance with regulatory and internal policy requirements.


Qualification: MBA or post graduate equivalent degree.

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