Job Details

Relationship Manager - Elite Trade Relations Group


Job Role and Responsibilities:

  • Management of Commercial/ Trade & Current Account relationships in business banking segment
  • Acquire  New Trade Finance and Forex clients
  • Activate existing clients to start their trade and Forex transactions
  • Acquisition of Corporate customers for Forex and Trade Services
  • Conduct regular branch and client visits and resolve customer queries
  • Retain existing clients and enhancement of Trade/Forex business
  • Manage trade related transactions
  • Collaborate with several General Service departments e.g. GTSU (Global Trade Service Units) to ensure clients receive quality service
  • Ensure Compliance to Internal & External Guidelines on trade Finance activities
  • Enhance trade relations and seek referrals

Deliverables:

  • Manage relationship with Trade customer
  • Income and scorecard achievement
  • Develop new relationships with customers to increase revenue and accounts
  • Ensure trade compliance 
  • Maintain number of current account (CA) balance
  • Achieve revenue targets by selling various products (for e.g.: CA / CMS / Trade Finance / Business Banking / General Insurance / SB / FD / Business Credit Cards / Prepaid Cards / other banking or third party products etc)
  • Focused approach towards achievement of respective income and acquisition plan

Competencies

Passion
: Constantly raises the bar for self & team, has a strong execution bias, takes initiatives even in the face of significant difficulties
Customer First: Leverages every customer interaction as an opportunity to make an impact, consistently seeks to understand customer needs, is accessible and responsive
Compliance with Conscience: Own norms are aligned with Organizational code of conduct & regulatory norms, consistently sets example by own conduct, always checks on grey areas with relevant authority

Educational Qualifications:

Graduation / Post Graduation

 


Location:

Across India

Min Exp (yrs):

3.00

Max Exp (yrs):

6.00



Recommend this job to a friend