16/05 Jagrith Choudhary
Managing Partner at Kairos Consulting

Views:382 Applications:17 Rec. Actions:Recruiter Actions:10

Relationship Manager - Trader Segment - Banking (2-9 yrs)

Chennai Job Code: 698383

Client - Private Sector Bank

Location - Chennai

Job Role and Responsibilities:

- Management of Commercial/ Trade & Current Account relationships in business banking segment

- Acquire New Trade Finance and Forex clients

- Activate existing clients to start their trade and Forex transactions

- Acquisition of Corporate customers for Forex and Trade Services

- Conduct regular branch and client visits and resolve customer queries

- Retain existing clients and enhancement of Trade/Forex business

- Manage trade related transactions

- Collaborate with several General Service departments e.g. GTSU (Global Trade Service Units) to ensure clients receive quality service

- Ensure Compliance to Internal & External Guidelines on trade Finance activities

- Enhance trade relations and seek referrals


- Manage relationship with Trade customer

- Income and scorecard achievement

- Develop new relationships with customers to increase revenue and accounts

- Ensure trade compliance

- Maintain number of current account (CA) balance

- Achieve revenue targets by selling various products (for e.g.: CA / CMS / Trade Finance / Business Banking / General Insurance / SB / FD / Business Credit Cards / Prepaid Cards / other banking or third party products etc)

- Focused approach towards achievement of respective income and acquisition plan

Skills and Competencies:

- Written and oral communications skills

- Experience in managing trade

- Knowledge of compliance of the bank

- Ability to conceptualize, plan and implement customer acquisition and service strategies

- Ability to build and maintain relationship with clients to ensure customer retention.

Women-friendly workplace:

Maternity and Paternity Benefits

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