Trade Sales

4 days ago

Bangalore, 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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