Job Details

Relationship Manager - ETRG

Relationship Manager Elite Trade Relations Group (RM-ETRG)


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


  • 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




Min Exp (yrs):


Max Exp (yrs):


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