Trade Relationship Manager

  Kotak Mahindra

  Ludhiana   Bachelor's Degree   240,000 to 760,000  INR | PA  Skills :  AML, KYC, RBI guidelines

Job Description

 Acquire quality Current Accounts Customers who are dealing in International or national Trade and business. Oserve target Market's analogy and Segments. Ensure to follow all compliance and KYC regulations while acquiring the particular strategy. Must Ensure that the customer is guided regarding conventional rates and charges of the bank. Activate the first trade transaction. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc. Ensure that clients keep high CA AMB values in the accounts opened. Generation of Asset leads.

Key Responsibilites

  Smooth handover of the customer to the Branch operations team. To educate customers regarding Cut off times and follow the norms and regulations. A Candidate needs to Maintain a low cost of acquisition by acquiring bigger value of accounts in order to achieve Business / Income targets. A person needs to have full knowledge of competitor’s activities and report those to ASMs. To coordinate and ensure service delivery happens as per SLAs and TATs. Acquisition and retention of new customer across all the segments.

Important Points

  A candidate needs to ensure activites convyed by Asst. sales manger and Regional Sales Managers.

 Posted On : 2022-10-25

 Last Date : 

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