Manager/Senior Manager - Trade Relationship - Banking

Min. Exp. - 2 Years (Trade and Forex only)

Roles & Responsibilities-

- Regular meeting with existing customer to ensure engagement and wallet share.

- Resolve any service related Issue by coordinating with Internal & external stakeholders.

- Understand customer requirement and cross-sell products which meet those requirements.

- Scope opportunity in the portfolio to refer leads to business banking, LAP / HL, LAS etc.

- Acquire quality importer / exporter with regular Trade / FX transaction.

- Achieve annual fee budget.

- Ensure there are no regulatory or compliance related issues in the portfolio.

- Regular update of call reports.

- Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers.

- Sourcing Trade, Forex customers & thereby generating fee based income.

- Meeting existing customers to generate business opportunities thereby generating revenue for the Bank.

- Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service cell, SPOPS & Credit departments.

- Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank.

- Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee

income.

- Acquiring & Managing Current Account Portfolios of the Branch for incremental deepening value, sourcing high end business accounts & generating Trade & Forex based fee income.