Relationship Manager Elite Trade Relations Group (RM-ETRG)

Grade: DMI/DMII/MI

Reports to: Regional Head Sales ETRG

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
  

Skills and Competencies:

• Written and oral communications skills
  
• Experience in managing trade
  
• Knowledge of compliance of the bank
  
• Ability to conceptualize, plan and implement customer acquisition and service strategies
  
• Ability to build and maintain relationship with clients to ensure customer retention
  

Educational Qualifications:

• Graduate with 8 to 10 years of relevant banking experience OR post graduates from premier management institutes with 2 to 6 years of relevant banking experience
  
• Prior experience in Trade Finance products are desirable
  
• Age less than 34 years
  

Chennai,Delhi,Bangalore,Mumbai

4.00

8.00