Trade Relationship Manager

20 hours ago

DoubleTree by Hilton Hotel Gurgaon New Delhi NCR, India Kotak Mahindra Bank Full time

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 SLAs
  • Maintain a low cost of acquisition by acquiring bigger value of accounts
  • To achieve Business / Income targets
  • To have full knowledge of competitors 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

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