Job Description
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
§ 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
💡 Quick Summary
Seeking a career-building opportunity? The Trade Relationship Manager|BRANCH BANKING|Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi, Delhi 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.
