
Relationship Manager-Trade forex
2 weeks ago
Roles and Responsibilities
Roles and Responsibilities
- Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers.
- Training frontlines attached to the respective branch.
- Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions
- Handling Customer queries, resolutions providing, Capability presentation to the prospective clients, sharing value propositions, on job profile boarding the client.
- Conducting Training and Promoting to the all segments and Maintain cordial Relationship with all of them
- Responsibility includes Servicing Portfolio customers as well as branch.
- Contacting. SME and Retail customers in order to develop new clientele for Trade
- Executing documents, ensuring seamless and effective implementation of txns and enabling qualitative delivery of assured solutions.
- Periodically meeting the acquired client to ensure proper servicing and to get deeper penetration and wallet share.
- Demonstrating proficient customer management skills, effective planning and problem handling skills during Customer interactions of process and procedures.
Required Candidate profile
- Ability to liaison with all internal customers to achieve the desired targets
- Result oriented
- Team work
- Effective communication
With Warm Regards,
Swati Devray
Deputy Manager
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