Trade Relationship Manager - Current Account

Roles & Responsibility:

- A Trade Relationship Manager (TRM) at Bank focuses on acquiring high-value Current Account customers in international trade, managing their relationships, ensuring compliance (KYC/AML), and driving business via trade finance products (LCs, guarantees, forex).

- Key duties involve lead generation, cross-selling other bank products, activating initial trade transactions, guiding clients on rates, and delivering excellent service for customer delight.

- Identify and acquire new Current Account clients involved in import/export businesses.

- Relationship Management: Build strong, long-term relationships with trade clients, acting as a single point of contact.

-Promote and sell trade finance solutions (Letters of Credit, Bank Guarantees, Forex services, etc.

- Ensure strict adherence to all Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations during onboarding and operations.

- Generate leads for other bank products (assets, loans) and drive activation of first trade transactions.

- Service Excellence: Provide timely resolution of queries, guide clients on rates/charges, and maintain high service standards.

- Market Insight: Stay updated on market trends, competitor activities, and regulatory changes in trade finance.

- Strong understanding of international trade, trade finance products, and regulations.

- Excellent sales, negotiation, and relationship-building skills.

- High energy, self-motivation, and a customer-centric approach.

- Ability to coordinate with internal teams for seamless service delivery.

- Often part of the Retail Sales team, targeting high-potential customer segments.

- Focus on high-value clients to keep acquisition costs low.

- Aim for consistent, delightful banking experiences