Saturday, October 16

Trade Relationship Manager-BRANCH BANKING-Retail Sales

Job title: Trade Relationship Manager-BRANCH BANKING-Retail Sales

Company: Kotak Mahindra Bank

Job description: Job description:

Role of the job:

§ Acquire quality Current Account Customers who do International Trade.

§ Identify target markets and segments

§ Make sure to follow all compliance and KYC standards during the acquisition

§ Make sure the customer is guided with regards to rates and charges.

§ Commission and rate to be set in the system.

§ Activate the first business transaction.

§ Explore the potential of various trading and FES products like futures, LC / BG / BC, travel cards, etc.

§ Ensure clients maintain high CA AMB values ​​in open accounts.

§ Generation of active leads.

§ Smooth transition from client to branch operations team

§ Inform customers about cut-off times and monitor SLAs

§ Maintain a low acquisition cost by acquiring greater value of accounts

§ To achieve business / revenue objectives

§ Have complete knowledge of competitor activities and report them to ASMs

§ Coordinate and ensure that service delivery is carried out in accordance with SLAs and TATs

§ Acquisition and retention of new customers in all segments.

§ Keep abreast of AML / KYC / RBI guidelines and ensure growth by complying with all regulatory guidelines.

§ Retention of existing customers

§ Handle customer complaints and forward complaints to the appropriate authorities for resolution.

§ Ensure that all documents required for agent hiring, including KYC, in accordance with bank policy, are in place for a smooth business relationship.

§ Submission of the required sales pitch for the respective product.

§ Timely submission of required reports.

§ Carry out promotional activities conveyed by the ASM / RSM

§ Plan and organize various promotional activities Regularly updates RSM on current market practices / business strategies by competitors.

Job requirement:

Graduate, PG preferable

· 1 to 3 years of Trade Fx and FES preferably in the banking sector.

· Excellent knowledge of the field.

· In-depth knowledge of Trade and FES products.

· Excellent sales skills.

Excellent knowledge of customer behavior and engagement in each product / geographic segment

High levels of energy and enthusiasm, should have winning attitudes

· Outstanding thinker and creative problem solver.

· Good listener and must have excellent communication skills.

Excellent negotiator and smart worker

· Results oriented, especially in achieving given NTBs and sales targets.

Good oral and written communication Must be good at strategy, aggressive but compliance oriented

Expected salary:

Location: Nashik, Maharashtra

Job date: Sun, 10 Oct 2021 07:41:15 GMT

Apply for the job now!


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