Job Description
Business Targets To achieve RTFX Income Target on entire range of Trade & Forex products, viz.
, Imports/ Exports/ Bank Guarantees & LCs / Buyer's Credit/ FDI/ODI/ ECB, A2 remittances, Currency Sale/Purchase, Forex Cards, FCY DDs, inward and outward Remittances etc.
Ensuring each of the mapped branches meets its RTFX income target Ensuring each managed portfolio in the mapped branches becomes active on RTFX products B.
New Customer Acquisition Joint visits/calls with branch staff to prospective customers being acquired by the branch for pitching RTFX products.
Carrying out enhanced due diligence on the customers referred by branch to determine their suitability for RTFX products from FEMA and TBML perspective C.
Activation of Existing Customers on RTFX Products Training branch staff and portfolio owners on the RTFX products to enable them to pitch the same to existing customers in the day to day interactions Joint visits/calls with branch staff to existing customers to activate them on RTFX products Carrying out enhanced due diligence on the customers referred by branch to determine their suitability for RTFX products from FEMA and TBML perspective.
D.
Retention of customers availing RTFX products To continuously engage with customers availing RTFX products to Ensure seamless and fast delivery of customer requirements to his satisfaction Ensure against any poaching attempt by competition Maximise banks share of his wallet Identify any possible change in customer business/ profile/ transactions that could be ground of suspicion for any FEMA violation/ TBML angle.
E.
Business Development To identify potential RTFX segments/industries in the branch catchment and working jointly with branches to effectively tap the business opportunity.
Support the branch in creating visibility for RTFX products, and driving marketing promotions in the catchment in coordination with regional marketing teams Push centrally driven business contests and campaigns in the mapped branches with BMs, CHs, Circle Heads Regional Marketing Team and TFMS
, Imports/ Exports/ Bank Guarantees & LCs / Buyer's Credit/ FDI/ODI/ ECB, A2 remittances, Currency Sale/Purchase, Forex Cards, FCY DDs, inward and outward Remittances etc.
Ensuring each of the mapped branches meets its RTFX income target Ensuring each managed portfolio in the mapped branches becomes active on RTFX products B.
New Customer Acquisition Joint visits/calls with branch staff to prospective customers being acquired by the branch for pitching RTFX products.
Carrying out enhanced due diligence on the customers referred by branch to determine their suitability for RTFX products from FEMA and TBML perspective C.
Activation of Existing Customers on RTFX Products Training branch staff and portfolio owners on the RTFX products to enable them to pitch the same to existing customers in the day to day interactions Joint visits/calls with branch staff to existing customers to activate them on RTFX products Carrying out enhanced due diligence on the customers referred by branch to determine their suitability for RTFX products from FEMA and TBML perspective.
D.
Retention of customers availing RTFX products To continuously engage with customers availing RTFX products to Ensure seamless and fast delivery of customer requirements to his satisfaction Ensure against any poaching attempt by competition Maximise banks share of his wallet Identify any possible change in customer business/ profile/ transactions that could be ground of suspicion for any FEMA violation/ TBML angle.
E.
Business Development To identify potential RTFX segments/industries in the branch catchment and working jointly with branches to effectively tap the business opportunity.
Support the branch in creating visibility for RTFX products, and driving marketing promotions in the catchment in coordination with regional marketing teams Push centrally driven business contests and campaigns in the mapped branches with BMs, CHs, Circle Heads Regional Marketing Team and TFMS
💡 Quick Summary
Seeking a career-building opportunity? The RTFX|Trade Sales Manager position is now open for candidates interested in the Counter Sales Jobs sector. This role in Ahmedabad 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 Counter Sales Jobs is a plus.
