Trade Relationship Manager-RL SALES-Retail Sales

1 week ago

Delhi, Delhi, India Kotak Mahindra Bank Full time ₹ 5,00,000 - ₹ 15,00,000 per year

Trade Relationship Manager

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 SLA's

§ Maintain a low cost of acquisition by acquiring bigger value of accounts

§ To achieve Business / Income targets

§ To have full knowledge of competitor's 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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