Trade Relationship Manager-BRANCH BANKING-Branch Banking at Kotak Mahindra Bank

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Full Time

Start Date

Immediate

Expiry Date

02 Jan, 26

Salary

0.0

Posted On

04 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trade Accounts, Compliance, Sales Skills, Client Engagement, Negotiation, Problem Solving, Communication, Market Knowledge, Customer Retention, Asset Generation, KYC, AML, Promotional Activities, Relationship Management, Trade Products, Business Strategy

Industry

Banking

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 § 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. Job Requirement: · 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

Responsibilities

The Trade Relationship Manager is responsible for acquiring quality current account customers involved in international trade and ensuring compliance with KYC norms. They will also educate customers on trade products and maintain a smooth handover to the branch operations team.