Job Description
Purpose of Role:
To manage the sales for the suite of Trade Products across the spectrum of Bank’s clients, across specific Business
verticals
Meet the agreed revenue targets (liability & fee), associated throughputs and acquisition of new to bank clients with a
focus to grow the TBG management revenues
Meet and service Trade Markets related requirements of clients by liaising with operations/Product. Process
Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to
maintain highest service delivery standards/VOC scores
Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to
maintain highest service delivery standards/VOC scores.
Key Responsibilities:
These responsibilities are representative, and the role holder is also responsible for any other job
assigned by the superior authorities from time to time. This section in not intended to be an exhaustive
listing of all activities done by the role holder. It should capture only the key responsibilities of the role.
Strategy & Planning:
Provide inputs on Sales and Strategy to product team for building & innovating transaction banking products & services. • Articulate and execute business strategy covering product development & sales.
Policies & Procedures:
To manage the sales of Trade Finance product suite related across the entire spectrum of Bank’s clients. Meet the target for: • revenue targets (Fee & Book size), • Limits utilized level for trade products and associated thruputs. • acquisition of new to bank clients with a focus to grow the Trade finance business. • Meet and structure solutions for trade finance related requirements of clients. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet.
Ensure the steady flow of transaction banking business. • Meet agreed revenue targets for Trade Finance business. Meet agreed targets with respect to new client acquisitions. • Have a thorough understanding of FEMA and RBI guidelines/internal bank processes and provide structured solutions to clients. • Understanding of AML, OFAC and International Payment and clearing settlement Process. • Undertake training of the relationship teams wherever necessary to promote trade finance products • Provide necessary MIS / Management update. • To Monitor Flow for Clients, have Lending relationship and deepen the same. • Acquisition of New to bank clients.
People Management:
• Ensuring timely sales calls logging, Pipeline Updation and ensure NIL deferrals • Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management. • Undertake training of the relationship teams wherever necessary to promote Trade Finance products.
Risk & Internal Control:
Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines. • Understanding of All risks associated with a transaction viz Product, Process, Legal, Ops, Transactional Credit.
To manage the sales for the suite of Trade Products across the spectrum of Bank’s clients, across specific Business
verticals
Meet the agreed revenue targets (liability & fee), associated throughputs and acquisition of new to bank clients with a
focus to grow the TBG management revenues
Meet and service Trade Markets related requirements of clients by liaising with operations/Product. Process
Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to
maintain highest service delivery standards/VOC scores
Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet, to
maintain highest service delivery standards/VOC scores.
Key Responsibilities:
These responsibilities are representative, and the role holder is also responsible for any other job
assigned by the superior authorities from time to time. This section in not intended to be an exhaustive
listing of all activities done by the role holder. It should capture only the key responsibilities of the role.
Strategy & Planning:
Provide inputs on Sales and Strategy to product team for building & innovating transaction banking products & services. • Articulate and execute business strategy covering product development & sales.
Policies & Procedures:
To manage the sales of Trade Finance product suite related across the entire spectrum of Bank’s clients. Meet the target for: • revenue targets (Fee & Book size), • Limits utilized level for trade products and associated thruputs. • acquisition of new to bank clients with a focus to grow the Trade finance business. • Meet and structure solutions for trade finance related requirements of clients. Process Improvements and new Product Development ideas, to achieve incremental cross-sell/increased share of wallet.
Ensure the steady flow of transaction banking business. • Meet agreed revenue targets for Trade Finance business. Meet agreed targets with respect to new client acquisitions. • Have a thorough understanding of FEMA and RBI guidelines/internal bank processes and provide structured solutions to clients. • Understanding of AML, OFAC and International Payment and clearing settlement Process. • Undertake training of the relationship teams wherever necessary to promote trade finance products • Provide necessary MIS / Management update. • To Monitor Flow for Clients, have Lending relationship and deepen the same. • Acquisition of New to bank clients.
People Management:
• Ensuring timely sales calls logging, Pipeline Updation and ensure NIL deferrals • Attend Trainings for self-development, additionally contribute towards Social Media Presence & Stakeholder management. • Undertake training of the relationship teams wherever necessary to promote Trade Finance products.
Risk & Internal Control:
Coordinating on aspects related to risk management and adherence to policies, framework defined by the bank and in particular relating to transaction banking group, further to be cautious before executing deals in ensuring adherence to risk and regulatory framework/ guidelines. • Understanding of All risks associated with a transaction viz Product, Process, Legal, Ops, Transactional Credit.
💡 Quick Summary
Seeking a career-building opportunity? The Product Sales Manager-Trade Finance position is now open for candidates interested in the Bank Jobs sector. This role in Kolkata offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
