
Walkin Drive
7 days ago
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 banks 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 behavior & engagement in each product / geographic segments
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