Trade Relationship Manager - Banking

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

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

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

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

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

6. Achieve annual fee budget.

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

8. Regular update of call reports.

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

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

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

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

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

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