Team Leader Trade Finance Sales

Role Summary

Strategic/ Managerial Responsibilities

• Personal responsibility for making decisions in both simple and complex issues within given timelines.
  

Core Responsibilities

• Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio
• Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team.
• Cross sell of trade /treasury products to existing customers
• Focused & quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio
• Acquisition of new to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach
• To manage the sales for the suite of Trade Finance related products across the spectrum of Bank’s clients in a select location / region
  

Self-Management Responsibilities

• Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
• Undertake training of the relationship teams and risk teams wherever necessary to promote & structure Trade finance products/facilities
  

Risk And Internal Control Responsibilities

• Training of risk teams on trade products from regulatory perspective and market practices with relevant mitigants
• Ensuring the regulatory health of portfolio by reducing trade regulatory outstanding items
• Periodic monitoring of client transaction patterns and report any irregular spike or slowdown in client transactions
• Adhering to Trade KYC/AML guidelines, identifying transactional risk factors & mitigant.
  

Minimum Qualifications

• Post-Graduation MBA/CA
  

Years Of Experience

Nature Of Experience