We have Urgent openings for Trade Relationship Manager for Pune, Maharashtra, India location.

Grade to be Offered: Manager

CTC to be Offered: Confidential

No. of Position: 04

Roles & Responsibilities:

- 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.

Qualification, Experience & Attributes:

- Graduate, PG preferable

- 1 to 3 years of Trade Fx and FES preferably in Banking Industry.

- Excellent Domain knowledge.

- Exhaustive knowledge of Trade and FES products .

- Excellent sales skills.

- Excellent knowledge of client behaviour & engagement in each product / geographic segments

- High energy levels and enthusiasm, should have winning attitudes

- Out of box thinker and creative problem solver.

- Good listener and should possess excellent communication skills.

- Excellent negotiator and smart worker

- Result-oriented especially in achieving given NTBs and sales targets.

- Good oral and written communication

- Should be good in strategizing, aggressive but compliance oriented

Note: Preferred Candidate only from Banking

If you wish to apply for this job position, please share your updated CV,Contact No: 9607958252

Rathish R
Kotak Mahindra Bank
Human Resource

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