3968 Distribution Jobs - Page 28

Relationship Manager-Affluent-Priority-Regional sales Role 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls 6. Resolve client queries for the managed book within the specified TAT 7. Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills 2. Decision making skills with strong sense of ownership 3. Ability to work under pressure 4. Experience in building and maintaining HNI customer relationships

Relationship Manager-Affluent-Priority-Regional sales Role: 1. Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group 2. Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness 3. Formulate and implement the sales plan to acquire new HNI clients and increase the customer base 4. Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience 5. Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls 6. Resolve client queries for the managed book within the specified TAT 7. Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: 1. Aptitude to deliver high quality customer service by using organization and interpersonal skills 2. Decision making skills with strong sense of ownership 3. Ability to work under pressure 4. Experience in building and maintaining HNI customer relationships

Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Job Requirements: Qualification - Graduate / MBA Skills & Experience Customer relationship management skills - Sales and service orientation

Sales Manager-Consumer Durables Achieve consumer durable and similar products volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, and processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in \ sales management Customer relationship management skills Excellent written and oral communication skills Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities. Sales Manager-Consumer Durables Achieve consumer durable and similar products volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, and processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in \ sales management Customer relationship management skills Excellent written and oral communication skills Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities.

Video call customers to complete the Full KYC Verify the details submitted by the customer while opening the account and Documents submitted are matching Ensure VKYC is completed by the Right Party only Should maintain a good relationship with the customer throughout the KYC process. Cross-sell other banking products. Give complete and correct information on all the products pitched to the customer Take call backs in case the customer is busy and ensure the follow up is done on time Responsible for quality communication and customer servicing within laid down productivity and service benchmarks. Meet targets on conversion and Cross selling as defined from time to time. Ensure customer delight and consistent service experience, including timely resolution of customer queries/issues. Adherence to Information Security norms & quality process norms. To be aware of and comply with any updates about the process Act on the feedback given by Team Leader/Team Coach or Quality or on the coaching provided to the team as guidelines for improving performance Job Requirements: Graduate with decent English communication. Candidates with fluency in local languages will be an added advantage (Telegu, Kannada, Tamil, Malayalam, Marathi & Gujarati) Candidate should have a pleasing personality and should be presentable. Male Candidate should be well groomed with no visible tattoos, piercing, fancy hair colour, Formal attire which should be clean and well ironed, tie, etc. Female Candidate should be well groomed, decently dressed, no Tatoos/ Inks, no fancy hair colour (Streaks), and light makeover. Should be dedicated and display integrity. Willingness to learn with an attitude of continuous improvement. Willing to work in rotating shifts

Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The Loan Against Property (LAP) Business vertical is the part of Secured Assets division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Relationship Manager-Loan Against Property Location Mumbai Reporting Relationships Location Manager The Loan Against Property (LAP) Business vertical is the part of Secured Assets division of the Consumer Bank. This vertical specializes in acquiring retail customers for funding against Residential, Commercial & Industrial Properties. We also provide loans for purchase of Commercial Properties and funding with Lease Rental Discounting. The target customer segment is small & medium traders, manufacturers & service provides and self-employed professionals. We have recently started funding Salaried customers also. The vertical has Pan India presence with coverage in most of the major towns of the country. The Sales team comprises Relationship Managers (RMs) who are responsible for acquiring LAP customers from various channels i.e. Direct Marketing Agents, Direct Sales Teams, Branch Banking & Other Group Businesses etc. Manage sales for Loan against Property business from cross channel and open market Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF/ Working capital. Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Experience in SECURED LOAN SALES is Must Job Requirements: Qualification - Graduate / MBA Skills & Experience Minimum 2 years work experience in Home Loan /Mortgage Sales with DMA/DST/Bank Branches Customer relationship management skills Sales and service orientation

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

Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate / MBA

Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, and processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: Qualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 2-3 years of experience in sales management Excellent written and oral communication skills Passion to achieve and grow with the Organization. Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities.

Credit Card Portfolio Manager About Kotak Mahindra Bank: Established in 1985, the Kotak Mahindra Group is one of Indias leading financial services conglomerates. In February 2003, Kotak Mahindra Finance Ltd. (KMFL), the Groups flagship company, received a banking license from the Reserve Bank of India (RBI). With this, KMFL became the first non-banking finance company in India to become a bank Kotak Mahindra Bank Limited. The consolidated balance sheet of Kotak Mahindra Group is over 2 lakh crore. The Group offers a wide range of financial services that encompass every sphere of life. From commercial banking, to stock broking, mutual funds, life insurance and investment banking, the Group caters to the diverse financial needs of individuals and the corporate sector. The Group has a wide distribution network through branches and franchisees across India, and international offices in London, New York, California, Dubai, Abu Dhabi, Bahrain, Mauritius and Singapore. For more information, please visit the companys website at http://www.kotak.com Job roleCredit Card Portfolio Manager Kotak Credit Cards is the 5th Largest Credit Card issuer in the country by volume. As a portfolio manager for Credit Card business, you will be responsible for developing and executing strategies to increase/retain customer base (AIF), transaction activation, improve customer engagement, and manage right balance between risk and profitability. Analyze portfolio metrics (attrition, customer engagement) at customer segments, MCC, category and suggest portfolio actions to ensure that customer attrition is minimum. Drive activation of card as per RBI master direction and reduce involuntary card closure. Manage and drive customer life cycle post the card is acquired, this includes communication pertaining to setting up card pin, enable online/international transactions, credit limit, card features, TAD/MAD, customer statement, fraud awareness etc. Work in close collaboration with alliance, product, marketing, ops, legal and compliance team. Optimise customer communication to ensure effective communication with lower cost. Work in close coordination with analytics team to analyse and work on strategy for customer engagement and reduce attrition. Ensure all customer issues are resolved within TAT. Responsibilities: The portfolio manager will be the key stakeholder to drive AIF and reduce voluntary / involuntary card closure. Drive card activation and ensure reduction of involuntary card closure Manage, drive and tract CLCM communication. He/ She is expected to track all business targets and ensure the same are achieved. He/ She is expected to introduce strategic business initiatives that help drive higher customer engagement and spends. Requirements: Minimum 5-7 years of post MBA experience or Undergraduate (CA) in managing cards portfolio. Strong analytical skills to understand spend patters, customer segments. Flexible to constantly iterate. Very granular with an eye for detail.

Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate / MBA

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contactability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Area Sales Manager Department KMBL Personal Loan Reporting Relationship Reporting to Regional Sales Manager Will have a team of SMs reporting to him Position Grade M4 / M5 1. Sales Target AchievementMeeting or exceeding the sales targets set for the assigned area involving volume of business generated & or profit goals. 2. Team ManagementEffectively leading and managing the sales team, including recruitment, training, and performance evaluation. 3. Market ExpansionIdentifying and exploring opportunities to expand the market presence by acquiring new customers and accounts. 4. Agency Relationship ManagementBuilding and maintaining strong relationships with key Agencies to ensure favorable leads acquisition. 5. Sales Strategy DevelopmentDeveloping and implementing effective strategies to achieve the Business & company's objectives. 7. Reporting and AnalysisProviding regular reports and analysis on sales performance, market trends, and competitor activities. 8. Compliance and DocumentationEnsuring all sales-related processes and documentation are in line with company policies and legal requirements. 10. Regular meetings with RSM & set monthly/weekly targets for RM, FOS Qualification: MBA and/or Professional Degree preferred Graduation is mandatory Job Knowledge and experience Should have at least 4-6 years of experience in sales management Should be able to drive and work with a Team reporting Should be a Team player

Role: Develop new and expand existing, HNI Customer relationships for Priority Business by in-depth profiling of the client to identify opportunities and matching these opportunities to products/ solutions provided by Kotak Group Generate business across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness Formulate and implement the sales plan to acquire new HNI clients and increase the customer base Navigate through adaptive and technical challenges to seamlessly align service delivery and enhance client experience Use investment expertise to conduct client portfolio reviews and showcase products as per clients requirements Ensure client contact ability at all times though regular connect with them in weekly/ monthly calls Resolve client queries for the managed book within the specified TAT Plan and conduct special sales initiatives and events for prospective and existing clients Endure adherence to all bank and regulatory processes at all times Job Requirement: Aptitude to deliver high quality customer service by using organization and interpersonal skills Decision making skills with strong sense of ownership Ability to work under pressure Experience in building and maintaining HNI customer relationships

Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Job Requirements: Qualification - Graduate / MBA Skills & Experience Customer relationship management skills - Sales and service orientation

Zonal Collections Manager - Prime Vishwaas -Collection Job Responsibilities: Candidate will handle collection for business. Candidate will be responsible for the numbers and losses of the state. Candidate will ensure to maintain the processes of the state and ensure that the process is followed by the team. Candidate will responsible to hire/complete the team in state. He will ensure the proper distribution of the state i.e. teams & vendors. He will handle the vendor management for the state.

Description for Internal Candidates Achieve consumer durable and similar products new car finance volume and other cross sell products target by managing various relationships assigned, including, authorized dealers of various types which may include Large format stores. Recruit and train sales team for sourcing business dealer counters. Development of team of DST and deploy them to achieve the business & cross Sell goals of individual & team. To Increase distribution, identifying gaps and identifying growth opportunities, gaps in distribution, team, processes. Generating revenue through cross sell of company products. Identify and develop new relationships/dealers for generating business. Supervise and guide sales team assigned managing dealer relationships Job Requirements: Qualification MBA and/or Professional Degree preferred Job Knowledge and experience Should have at least 2-3 years of experience in sales management Excellent written and oral communication skills Passion to achieve and grow with the Organization. Relationship Management Skill Strong on Integrity and open to new roles/ responsibilities.

Role- Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customers - Sources new bank customers through external individual efforts and acquisition channel - Ensures high levels of customer service orientation and application of bank policy - Cross sells bank products to existing set of Customers - Informs customers of new products or product enhancements to further expand the banking relationship - Plans and conducts special sales initiatives and events for prospective and existing clients - Coordinates with other group companies to provide seamless access to other product s - Maintains complete relationship record for assigned customer accounts Job Requirement- Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services - MIS generation - Graduate - 4 -6 years of experience AMFI / IRDA - Post Graduate - 2 - 4 years of experience AMFI / IRDA

Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate / MBA

Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores. Job Requirements: Qualification- Graduate / MBA

Job role: Manage sales and distribution through the cross channel and open market channels Ensure unilateral growth by adding new DSAs / Branches Manage and grow the Direct Sales team and focus on increased Productivity Marketing and encashing catchment areas Meeting HNI clients and explaining various products related to Loan against property/HF Responsible for Builder relations and Builder Tie Ups to focus on Primary Markets Responsible for Project approvals of Builders Ensure additional revenue generation through cross sell & Multi selling of Insurance, CASA , Credit Cards etc. Training & Development of the DST Team and DSAs Liasoning with Internal teams for business like Credit, Legal, Technical, RCU & Operations Responsible for end to end processing of the case and updating the status of the same to the customers. Ensuring Top Class service for Customers for better NPS Scores Job Requirements: Qualification - Graduate / MBA Skills & Experience Customer relationship management skills - Sales and service orientation

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

Responsibility Manage credit card application processing end to end for pan India locations and channel ( CO based responsibility) Review of declined cases and managing higher approval rate. Co ordination with Credit team and Policy team to take corrective measures on the approval rate.