As a Trade Relationship Manager in the Retail Sales vertical, you will be responsible for acquiring and managing high-value Current Account customers engaged in international trade. This role requires a strong understanding of trade finance products, regulatory compliance, and customer relationship management. You will work closely with internal teams and external clients to drive business growth, ensure smooth onboarding, and deliver a seamless banking experience. The role involves identifying potential markets and segments, educating clients on trade-related offerings, and activating trade transactions. You will also be expected to generate leads for asset products, ensure adherence to KYC and compliance norms, and maintain a low cost of acquisition by targeting high-value clients. Your ability to build long-term relationships, resolve client issues, and stay updated on market trends will be key to success in this role.
Responsibilities
Acquire quality Current Account customers involved in international trade. Identify and target high-potential markets and customer segments. Ensure complete compliance with KYC and regulatory norms during acquisition. Guide customers on applicable rates, charges, and ensure system-level updates. Activate the first trade transaction post-account opening. Promote and cross-sell trade and FES products such as: Forward Contracts Letters of Credit (LC) Bank Guarantees (BG) Bill Collection (BC) Travel Cards Encourage clients to maintain high Average Monthly Balances (AMB). Generate leads for asset products and ensure smooth handover to branch operations. Educate clients on cut-off times and service-level agreements (SLAs). Maintain a low cost of acquisition by focusing on high-value accounts. Achieve business and income targets consistently. Monitor competitor activities and share insights with Area Sales Managers (ASMs). Coordinate with internal teams to ensure timely service delivery. Retain and grow the existing customer base through relationship management. Handle and escalate customer complaints for timely resolution. Ensure proper documentation and KYC for agent empanelment. Deliver effective sales pitches and participate in promotional activities. Submit reports and updates to management as required. Stay updated on AML, KYC, and RBI guidelines to ensure compliant growth.
Ces cookies sont nécessaires au fonctionnement du site web et ne peuvent pas être désactivés dans nos systèmes. Vous pouvez configurer votre navigateur pour qu'il bloque ces cookies, mais certaines parties du site risquent alors de ne pas fonctionner.
Sécurité
Expérience utilisateur
Cookies ciblés
Ces cookies sont placés par nos partenaires publicitaires via notre site web. Ils peuvent être utilisés par ces entreprises pour créer un profil de vos intérêts et vous montrer des publicités pertinentes ailleurs.
Google Analytics
Google Ads
Nous utilisons des cookies
🍪
Notre site web utilise des cookies et des technologies similaires pour personnaliser le contenu, optimiser l'expérience de l'utilisateur, individualiser et évaluer la publicité. En cliquant sur OK ou en activant une option dans les paramètres des cookies, vous acceptez cela.
Les meilleurs emplois à distance par courriel
Rejoins 5'000+ personnes qui reçoivent des alertes hebdomadaires avec des emplois à distance!