Job Description
The Trade Product Sales RM is responsible for acquiring clients for generating Trade Fee income and NII from Trade Products and for ensuring an increase in throughput from Trade Products (LC, BG etc.) and utilization of Non-Fund Based (LC, BG) and Fund Based Trade limits (PC, PCFC and LCBN). They are also responsible for driving the penetration of digital products and for the cross sell of Wholesale Banking Products (CMS, Current accounts)
Key Responsibilities
• Responsible for sourcing of new clients for Trade Finance (Corporate & FI) and Trade Forex Business.
• Responsible for achieving forex income from the mapped clients and New to Bank customers
• Manage and out serve existing allocated portfolio of corporate clients and achieve the assigned Trade and Forex revenue target.
• Maintain an excellent rapport and internal network with RMs and teams at Central Office & branches across the globe, work in partnership with other business lines to identify opportunities and design the best solution.
• Responsible for onboarding trade finance related digital products
• Ensure KYC compliance of corporate.
• Liaise with Relationship Departments (LC, MC, MNC & SCG etc.) for sanction of facilities to clients
• Ensure timely submission of periodic Trade Finance related reports and MIS
• Ensure adherence to all laid down norms, regulatory guidelines and compliance requirements
Qualifications:
Optimal qualification for success on the job is
• Graduate/Post Graduate from a recognized institute.
• Professional qualifications (i.e. CTF, CDCS, DC-PRO) in Trade Finance would be preferable
• Experience in Relationship management, Trade Finance. Must have an understanding of UCPDC, URDG, URC, URR, ISBP and regulatory guidelines
• Certificate for Documentary Credit Specialists (CDCS) would be preferable
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Ability to work successfully as a part of a team
• High sales orientation to meet the sales targets consistently
Key Responsibilities
• Responsible for sourcing of new clients for Trade Finance (Corporate & FI) and Trade Forex Business.
• Responsible for achieving forex income from the mapped clients and New to Bank customers
• Manage and out serve existing allocated portfolio of corporate clients and achieve the assigned Trade and Forex revenue target.
• Maintain an excellent rapport and internal network with RMs and teams at Central Office & branches across the globe, work in partnership with other business lines to identify opportunities and design the best solution.
• Responsible for onboarding trade finance related digital products
• Ensure KYC compliance of corporate.
• Liaise with Relationship Departments (LC, MC, MNC & SCG etc.) for sanction of facilities to clients
• Ensure timely submission of periodic Trade Finance related reports and MIS
• Ensure adherence to all laid down norms, regulatory guidelines and compliance requirements
Qualifications:
Optimal qualification for success on the job is
• Graduate/Post Graduate from a recognized institute.
• Professional qualifications (i.e. CTF, CDCS, DC-PRO) in Trade Finance would be preferable
• Experience in Relationship management, Trade Finance. Must have an understanding of UCPDC, URDG, URC, URR, ISBP and regulatory guidelines
• Certificate for Documentary Credit Specialists (CDCS) would be preferable
Role Proficiencies:
For successful execution of the job, the candidate should possess the following:
• Good communication (both verbal and written) skill in both English and the local language
• Ability to handle pressure and meet deadlines
• Ability to work successfully as a part of a team
• High sales orientation to meet the sales targets consistently
💡 Quick Summary
Seeking a career-building opportunity? The WBP|Trade Product Sales RM position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.