Trade Relationship Manager-BRANCH BANKING-Branch Banking

This trade relationship manager role at a banking branch in Delhi, India focuses on acquiring and managing international trade accounts, identifying markets, and educating customers on financial products like forwarding contracts and other financial instruments. The role requires high sales skills, excellent communication, negotiation, and customer engagement. The position involves generating leads, handling complaints, and ensuring compliance with banking regulations.

Requirements

• Acquire quality Current Accounts Customers.
• Identify target markets and Segments.
• Ensure to follow all compliance and KYC norms.
• Guide customers on rates and charges.
• Commission and Rates to be fixed in the system.
• Activate the first trade transaction.
• Explore trade and FES products.
• Maintain high CA AMB values.
• Generate Asset leads.
• Smooth handover of the customer to the Branch operations team.
• Educate customers regarding Cut off times and follow the SLA’s.
• Maintain a low cost of acquisition.
• Achieve Business / Income targets.
• Full knowledge of competitor’s activities.
• Coordination with branch operations.
• Ensure service delivery as per SLAs and TATs.
• Acquisition and retention of new customer.
• Retention of existing customers base.
• Handling customer complaints and escalate to authorities.
• Delivery of required sales pitch for products.
• Deliverance of sales pitch for products.
• Executing promotional activities.
• Planning and organizing promotional activities.
• Regular reporting to the bank/ASMs.