Trade Relationship Manager-rl Sales-retail Sales

3 weeks ago

Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

Trade Relationship Manager Job Role xc2 xa7 Acquire quality Current Accounts Customers who are dealing in International Trade xc2 xa7 Identify target markets and Segments xc2 xa7 Ensure to follow all compliance and KYC norms while acquiring xc2 xa7 Ensure that the customer is guided regarding rates and charges xc2 xa7 Commission and Rates to be fixed in the system xc2 xa7 Activate the first trade transaction xc2 xa7 Explore the potential of various trade and FES products like Forward Contracts LC BG BC Travel cards etc xc2 xa7 Ensure that clients keep high CA AMB values in the accounts opened xc2 xa7 Generation of Asset leads xc2 xa7 Smooth handover of the customer to the Branch operations team xc2 xa7 To educate customers regarding Cut off times and follow the SLA s xc2 xa7 Maintain a low cost of acquisition by acquiring bigger value of accounts xc2 xa7 To achieve Business Income targets xc2 xa7 To have full knowledge of competitor s activities and report those to ASMs xc2 xa7 To coordinate and ensure service delivery happens as per SLAs and TATs xc2 xa7 Acquisition and retention of new customer across all the segments xc2 xa7 Keep updated about AML KYC RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines xc2 xa7 Retention of existing customers base xc2 xa7 Handling customer complaints and escalate the complaints to competent authorities for resolutions xc2 xa7 Ensure all required documents for the agent empanelment including KYC as per bank s policy are in place for smooth business relationship xc2 xa7 Deliverance of the required sales pitch for the respective product xc2 xa7 Timely submission of required reports xc2 xa7 Execute promotional activities conveyed by ASM RSM xc2 xa7 Planning and organizing various promotional activities Regularly updates RSM on the current market practices business strategies by the competitors Job Requirement xc2 xb7 Graduate PG preferable xc2 xb7 1 to 3 years of Trade Fx and FES preferably in Banking Industry xc2 xb7 Excellent Domain knowledge xc2 xb7 Exhaustive knowledge of Trade and FES products xc2 xb7 Excellent sales skills xc2 xb7 Excellent knowledge of client behaviour engagement in each product geographic segments xc2 xb7 High energy levels and enthusiasm should have winning attitudes xc2 xb7 Out of box thinker and creative problem solver xc2 xb7 Good listener and should possess excellent communication skills xc2 xb7 Excellent negotiator and smart worker xc2 xb7 Result-oriented especially in achieving given NTBs and sales targets xc2 xb7 Good oral and written communication xc2 xb7 Should be good in strategizing aggressive but compliance oriented

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