Trade Acquisition Manager

3 days ago

Delhi Delhi NCR, India RBL FinServe Full time

Job Description

Role & responsibilities

- To acquire new-to-bank Trade Forex accounts.
- Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities,
- Target client profile can be small, mid-sized as well as large sales turnover ( above 2 crs) organizations having CA floats of more than 10lacs.
- Build a portfolio of clients and CA and BBG MAB (liabilities and assets) from select niche segments as well as clients having a turnover of 5 crs and above.
- Is responsible for achieving the allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.
- Find, and engage, covert business owners, promoters, senior level management in mid-market. Position the Bank as a major player in Business banking market.
- Meet client contact ability norms, M2 activation, clients meeting MAB in accounts by using various tools and processes such as interact and high value mobilisers.
- Initiates identification and development of new business segments and geographical areas to generate business opportunities.
- Ownership of self-acquired product portfolio, pricing, revenues (including fees)
- Maintains working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc
- Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate.

Skills

- High value TRADE FX Current Account Acquisition
- Knowledge on Trade & Fx ,CMS & Trade Assets Products.
- Knowledge on working capital / trade assets.
- Detail knowledge of KYC guidelines and AML policies
- Good communication & presentation skills
- Solution oriented and team player

Qualifications and Experience Requirement

Qualifications - Post Graduate or higher . MBA / M.Com, Finance Management, Sales & Marketing

- CA/TFx /Assets Sales experience of minimum 7years with MBA (2 Yrs)
- Direct Sales experience of 3 years +

  • High Salary Trade Acquisition Manager

    4 days ago

    Delhi, Delhi NCR, India RBL FinServe Full time

    Job DescriptionRole & responsibilities- To acquire new-to-bank Trade Forex accounts.- Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities,- Target client profile can be small, mid-sized as well as large sales turnover ( above 2 crs) organizations having CA floats of more than 10lacs.- Build a...

  • Trade Relationship Manager

    6 days ago

    Delhi, NCR, New Delhi, India Kotak Mahindra Bank Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Role:Acquire quality Current Accounts Customers who are dealing in International Trade.Identify target markets and SegmentsEnsure to follow all compliance and KYC norms while acquiringEnsure 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...

  • Global Trade Development Manager

    7 days ago

    Delhi, Delhi, India beBeeClientRelationships Full time ₹ 15,00,000 - ₹ 28,00,000

    Trade Acquisition Specialist Role SummaryThis role is designed for individuals who excel at building strong relationships with clients, identifying new business opportunities, and driving growth through effective trade management.

  • Relationship Managers Acquisition- Demat cum Trading Accounts

    2 weeks ago

    Ahmedabad, Delhi, NCR, Surat, India QuickTurtle Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Relationship Managers Acquisition- Demat cum Trading Accounts , Equity Broking1) The candidate will carry a traget of Acquisition of Demat & Trading accounts , with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with...

  • International Trade Manager

    2 weeks ago

    Delhi NCR, India beBeeInternationalTradeManager Full time ₹ 15,00,000 - ₹ 20,00,000

    Job Title: International Trade ManagerAbout the RoleWe are seeking a highly skilled International Trade Manager to join our team. The successful candidate will be responsible for developing and executing sales strategies targeting both domestic and international markets.Key Responsibilities:Develop and execute sales strategies targeting both domestic and...

  • Regional Trade Finance Manager

    1 week ago

    Delhi, Delhi, India beBeeBusiness Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Regional Business Development Head Job OverviewWe are seeking an experienced professional to fill the role of Regional Business Development Head, responsible for managing and completing handling of region and responsible for revenue relationship management, accounts management for trading organisation.Key ResponsibilitiesDevelop and execute a comprehensive...

  • Relationship Manager Acquisition

    19 hours ago

    Delhi, India QuickTurtle Full time

    1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...

  • Relationship Manager Acquisition

    2 weeks ago

    Delhi, Delhi, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...

  • Trade Transaction Manager

    2 weeks ago

    Noida, Delhi NCR, India beBeeFinance Full time US$ 60,000 - US$ 1,20,000

    Role OverviewEffective management of the front desk for trade transactions is essential in this role.Key ResponsibilitiesProficiency with regulations governing BG, LC, Import, and Export transactions is crucial.The ability to engage with stakeholders across the trade ecosystem is vital.Preferred Candidate ProfileExperience in Trade Finance is highly...

  • Modern Trade Sales Manager

    2 weeks ago

    Delhi, NCR, India Archies Full time US$ 60,000 - US$ 1,20,000 per year

    Responsible for sales strategy, performance in modern trade sector (supermarkets, large retail chains, Corp. accounts). Managing relationships, increasing brand presence &achieving revenue targets through large retail chains & corporate clients.