Job Description

: Trade Relationship Manager
Job Role:
\xc2\xa7 Acquire quality Current Accounts Customers who are dealing in International Trade.
\xc2\xa7 Identify target markets and Segments
\xc2\xa7 Ensure to follow all compliance and KYC norms while acquiring
\xc2\xa7 Ensure that the customer is guided regarding rates and charges.
\xc2\xa7 Commission and Rates to be fixed in the system.
\xc2\xa7 Activate the first trade transaction.
\xc2\xa7 Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc.
\xc2\xa7 Ensure that clients keep high CA AMB values in the accounts opened.
\xc2\xa7 Generation of Asset leads.
\xc2\xa7 Smooth handover of the customer to the Branch operations team
\xc2\xa7 To educate customers regarding Cut off times and follow the SLA\'s
\xc2\xa7 Maintain a low cost of acquisition by acquiring bigger value of accounts
\xc2\xa7 To achieve Business / Income targets
\xc2\xa7 To have full knowledge of competitor\'s activities and report those to ASMs
\xc2\xa7 To coordinate and ensure service delivery happens as per SLAs and TATs
\xc2\xa7 Acquisition and retention of new customer across all the segments.
\xc2\xa7 Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
\xc2\xa7 Retention of existing customers base
\xc2\xa7 Handling customer complaints and escalate the complaints to competent authorities for resolutions.
\xc2\xa7 Ensure all required documents for the agent empanelment including KYC as per bank\'s policy are in place for smooth business relationship.
\xc2\xa7 Deliverance of the required sales pitch for the respective product.
\xc2\xa7 Timely submission of required reports.
\xc2\xa7 Execute promotional activities conveyed by ASM/RSM
\xc2\xa7 Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.
Job Requirement:
\xc2\xb7 Graduate, PG preferable
\xc2\xb7 1 to 3 years of Trade Fx and FES preferably in Banking Industry.
\xc2\xb7 Excellent Domain knowledge.
\xc2\xb7 Exhaustive knowledge of Trade and FES products .
\xc2\xb7 Excellent sales skills.
\xc2\xb7 Excellent knowledge of client behaviour & engagement in each product / geographic segments
\xc2\xb7 High energy levels and enthusiasm, should have winning attitudes
\xc2\xb7 Out of box thinker and creative problem solver.
\xc2\xb7 Good listener and should possess excellent communication skills.
\xc2\xb7 Excellent negotiator and smart worker
\xc2\xb7 Result-oriented especially in achieving given NTBs and sales targets.
\xc2\xb7 Good oral and written communication
\xc2\xb7 Should be good in strategizing, aggressive but compliance oriented

Kotak Mahindra Bank