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11/11 Sharsti Paliwal
Senior HR Consultant at SBES Pvt.Ltd

Views:8 Applications:3 Rec. Actions:Recruiter Actions:2

Trade Relationship Manager - Bank (1-3 yrs)

Pune Job Code: 242868

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

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

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