34 Trade Forex Jobs

Wholesale Banking - SME -Portfolio Relationship Manager Grade - Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Wholesale Banking - SME -Portfolio Relationship Manager Grade - Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Wholesale Banking - SME -Portfolio Relationship Manager Grade - Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Relationship Manager - Business Banking Role: Sourcing of New to Bank business banking accounts & Managing the Business Banking portfolio assigned Assisting the client's business with different business banking products like OD/CC/ BG/Term Loans/Forex/etc Cross sell of Liability based products liked Fixed Deposit, savings account to the portfolio clients Maintaining the service standards set by the bank in collaboration with the service support team Maintain Co-ordial relationships with internal stakeholder and external agencies to generate leads for New to bank Clients. Job Requirement: Ability to source High Value Business Banking Accounts Thorough knowledge of Current Account/Trade Account opening/transaction processes Strong Communication skills with assertive attitude Knowledge of Trade, Forex and Business Assets . Strong follow up ability & keenness Ability to spot opportunities in the portfolio for Upselling/Xselling bank products

Wholesale Banking - SME -Portfolio Relationship Manager Grade - Manager/Senior Manager/Chief Manager About the Business SME, part of Wholesale Banking Group, deals in corporates with turnover between fifty to five hundred crores. These new corporates have unique and challenging banking needs Specification What are the areas (in quantitative terms) the job has an impact on PRM will manage existing book. PRM will be doing limit enhancement, renewals and refer new to bank accounts. PRM will own the relationship and be a SPOC for all client needs. PRM will cross sell Trade, Forex and CMS solutions Key Deliverables New To Bank Accounts Growing the current book size Cross Sell Portfolio Profitability and Hygiene Relationships External clients Internal clients- BIU, Product, RMs, Leadership Team Qualification and Experience Graduate Preferably MBA or CA Job Skills Stays abreast of the key trends in identified markets and leverages that knowledge when engaging with customers Anticipates and analyses client needs and expectations Understands the importance of KOTAK ethics when dealing Understands the importance of and the principles of credit appraisal/risk at Kotak. Understand company financials

Senior Trade Relationship Manager Department Retail Liabilities - Sales Location Hyderabad Reporting Relationships Location Manager - Trade Sales / Regional Manager - Trade Sales Grade Name Manager Grade M3 Job Role: Sourcing new trade & Forex current accounts. Generating Trade & FX revenue from the self sourced accounts. Providing trade related services to self source clients Coordinating with Trade PSMs & Asset RMs for converting the Trade & Asset leads Sourcing Consumer & Commercial Asset cases. Ensures all-round process discipline and is able to integrate across teams High level of engagement with colleagues and customers. Willing to take on more Challenges and continuously raising the performance bar. Believes in Can Do approach and pursues results as well as process.

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Role & Responsibilities Current Account (CA) Growth Responsible for managing and growing CA value across assigned portfolio Deepen existing CA-led relationships and drive wallet share expansion Fee Income Generation Generate revenue through Trade Forex, Retail Banking, and Business Banking offerings Ensure consistent fee-based income through solution selling Wealth Management Cross-Sell Cross-sell financial products such as mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), Y-SEC, and lockers Drive product mix based on customer profiles Customer Acquisition & Portfolio Expansion Acquire high-value CASA clients from internal and external sources Improve Customer to Group (CTG) and Product to Group (PTG) ratios Relationship Deepening & Goal Sheet Achievement Drive performance on goal sheet targets across CASA, Trade Forex, BB, CMS, LI, MF, lockers, NTB acquisition, and other key products Identify upselling opportunities within the existing portfolio Client Servicing & Engagement Deliver superlative client servicing and maintain relationship rigor Act as the single point of contact for key clients ensuring high satisfaction Product Knowledge & Innovation Possess thorough understanding of commercial and transactional banking products Collaborate with product teams by sharing client feedback for enhancements Lead Generation & NTB Acquisition Leverage existing relationships for referrals and new client onboarding Maintain a healthy pipeline of prospects and convert them into long-term clients Holistic Banking Solutions Provide need-based, customized solutions across trade, CMS, POS, payment gateway, doorstep banking, working capital loans, OPDT, and family SA Assess client's business nature and identify potential risks and opportunities Collaboration & Team Play Work effectively in cross-functional teams for seamless client delivery Support peers and promote a collaborative culture

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Roles & Responsibilities: Current Account (CA) Value Growth Manage and grow Current Account balances with a focus on premium and high-value clients Drive value through consistent engagement and product offerings tailored to customer needs Fee Income Generation Generate revenue from Trade Forex, Retail Banking, and Business Banking relationships Identify and convert cross-sell opportunities for products like CMS, POS, and payment gateway solutions Cross-Sell & Wealth Management Offer a complete suite of wealth management products including mutual funds (MF), life insurance (LI), general insurance (GI), credit cards (CC), lockers, and Y-SEC Cross-sell based on customer profile, ensuring a solution-oriented approach Customer Acquisition & Deepening Acquire high-value CASA customers from within group companies and other sources Increase the Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and up-selling initiatives Achieve targets across multiple banking products including CASA, TFX income, BB, CMS, MF, LI, NTB acquisition Client Servicing & Relationship Management Deliver superior client service standards through regular engagement and prompt resolution Maintain strong relationship rigor across the portfolio to enhance client satisfaction and retention Product & Process Enhancement Provide feedback to internal teams for product/process improvements based on customer interactions Ensure that the product proposition aligns with the key business requirements of clients New to Bank Acquisition Leverage references from existing clients to drive NTB (New to Bank) acquisition Build and maintain a robust prospect list with potential conversion into long-term relationships Business Profiling & Risk Assessment Understand client business models in-depth to extract opportunities and assess risks Position banking value proposition effectively to address specific client business issues Team Collaboration Work collaboratively in a cross-functional environment, contributing to shared business goals

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our bank value proposition & also ensure maintenance of minimum bank threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value CASA (Current Account Savings Account) relationships from within the group and external sources Increase Customer to Group (CTG) and Product to Group (PTG) ratios by identifying opportunities across client portfolios Build and manage strong relationships with key current account-led clients ensuring consistent engagement and satisfaction Revenue Generation & Product Cross-Sell Drive CA value growth and generate fee income from Trade Forex, Retail Banking, and Business Banking relationships Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Deepen relationships and upsell additional banking products to meet goal sheet targets across CASA, BB, CMS, LI, MF, Locker, NTB acquisition, and more Customer Experience & Servicing Deliver superlative client servicing standards and ensure a differentiated experience aligned with the bank's value proposition Ensure minimum YFB threshold is maintained and business customer retention is achieved Provide timely feedback to internal teams to improve product offerings and service delivery Product Expertise & Solutioning Demonstrate a thorough understanding of transactional and commercial banking products Offer tailored solutions such as Trade Forex, CMS, POS, Payment Gateway Solutions, Doorstep Banking, Working Capital Loans, OPDT, and Family SA Position relevant banking benefits to match the client's business requirements and financial needs Lead Generation & Business Development Generate a robust pipeline of New to Bank (NTB) prospects through client referrals and profiling Understand clients nature of business and financial models to identify opportunities and mitigate risks Collaborate effectively in a cross-functional environment to meet shared business goals

Role & Responsibilities: Responsible for managing CA value-growth and generating fee income from Trade Forex, Retail Banking & Business Banking relationships. Cross-selling wealth management products to clients (MF, LI, GI, CC, Y-SEC, Locker). Acquiring high-value CASA relationships from within the group. Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book. Deepening and up-selling on key CA-led relationships to achieve goal sheet targets across CASA Value, TFX income, BB, CMS, LI, MF, Locker, NTB acquisition, and other products. Ensuring superlative client servicing standards and rigor in managing relationships. Thorough understanding of transactional and commercial banking products. Driving superior product and process sales and service to premier CA clients, with necessary feedback to the Program Team for enhanced product development. Seeking references from existing clients to generate a prospect list for New to Bank acquisition. Providing a differential customer experience that supports the business value proposition and ensures maintenance of minimum business threshold and retention of business customers. Focusing on profile-based cross-sell of value-added products such as Trade Forex, CMS, POS, payment gateway solutions, doorstep banking, working capital/loan needs, OPDT, and family SA. Understanding and maintaining details regarding nature of business and business model to extract existing and potential opportunities as well as identify potential risks. Positioning the value proposition by linking benefits to the customer's key business requirements/issues. Being a team player and working effectively in a cross-functional environment. Perks & Benefits: Attractive growth opportunities. Conveyance allowance. Joining/confirmation payouts.

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value Current Account (CA) relationships from existing and new clients within the group Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling Maintain strong client servicing standards to ensure high retention and satisfaction Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting Revenue Generation & Product Sales Generate fee income from Trade Forex, Retail Banking, and Business Banking segments Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories Product Knowledge & Service Delivery Demonstrate a thorough understanding of transactional and commercial banking products Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital Deliver superior sales and service processes for premier CA clients and share feedback with the product team for enhancement Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition Business Understanding & Risk Awareness Maintain detailed knowledge of clients business nature and models to identify opportunities and risks Position banking solutions in alignment with customers key business requirements and challenges Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement Collaboration & Team Contribution Work effectively in a cross-functional team environment to achieve shared goals Coordinate with internal stakeholders for efficient service delivery and business development

Role & Responsibilities: Client Acquisition & Relationship Management Acquire high-value Current Account (CA) relationships from existing and new clients within the group Increase Customer to Group (CTG) and Product to Group (PTG) ratios through deepening and upselling Maintain strong client servicing standards to ensure high retention and satisfaction Drive New-to-Bank (NTB) acquisition through referrals and targeted prospecting Revenue Generation & Product Sales Generate fee income from Trade Forex, Retail Banking, and Business Banking segments Cross-sell wealth management products including Mutual Funds (MF), Life Insurance (LI), General Insurance (GI), Credit Cards (CC), Lockers, and Y-SEC Focus on meeting goal sheet targets related to CASA value growth, TFX income, CMS, BB, NTB acquisition, and other product categories Product Knowledge & Service Delivery Demonstrate a thorough understanding of transactional and commercial banking products Provide tailored banking solutions such as Trade Forex, CMS, POS, Payment Gateway, Doorstep Banking, and Working Capital Deliver superior sales and service processes for premier CA clients and share feedback with the product team for enhancement Ensure a differentiated and seamless customer experience that aligns with the bank's value proposition Business Understanding & Risk Awareness Maintain detailed knowledge of clients business nature and models to identify opportunities and risks Position banking solutions in alignment with customers key business requirements and challenges Ensure maintenance of minimum business thresholds and continuous monitoring of customer engagement Collaboration & Team Contribution Work effectively in a cross-functional team environment to achieve shared goals Coordinate with internal stakeholders for efficient service delivery and business development

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank's policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

Acquisition of Quality CASA (Current Account & Saving Account) Accounts- Qualified & Activated NTB CASA Accounts (In Nos.) Acquisition of Quality Higher CASA variants-Acquisition of Qualified and Activated Higher CASA variants Acquisition of CASA Values-CASA AMB acquired in accounts sourced during the month (In Rs) Revenue Acquisition- Cross sell of Life Insurance products, MF, Gold, Trade/FX, Assets products Maintaining good relationship with the customers Complete adherence to Yes Personality guidelines Compliant towards KYC and all operational risk Comply with Bank's policies and processes Ensure timely escalation of issues impacting business and appropriate solutions to address the concerns Ensure safety and security of Bank and customer's assets Ensure timely submission of MIS reports

You will be responsible for building awareness and knowledge about Trade Forex among sales teams, Relationship Managers (RMs), Business Development Executives (BDEs), and branches. Additionally, you will go on sales calls to finalize Trade deals, carrying both acquisition targets and forex revenue targets. Your role will involve guiding branches in document processing in coordination with Trade Hub branches to ensure smooth operations. Key Deliverables: - Sourcing a specified number of Trade Relationships in your territory directly and through branch channels. - Achieving Trade Forex Revenue targets. - Managing Current Account (CA) Balance and New to Bank (NTB) value. - Establishing Tie-Ups with Institutions and Agents/Counsellors to expand the business network.,

As a Relationship Manager at a Leading Pvt Bank in Gujarat, your primary responsibility will be to increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. You will be expected to generate revenue through cross-selling business banking and wealth products such as Trade Forex, Insurance, Investments, and Retail Assets. Acquiring Potential Insignia Clients and managing both business and individual (resident and NRI) clients will be key aspects of your role. To ensure client satisfaction and retention, you will need to focus on increasing product penetration, creating exit barriers, and cross-selling multiple products to each client. Regular portfolio allocations, reviews, and financial check-ups for clients are essential to provide tailored wealth management and business banking solutions in collaboration with product specialists. Working closely with Client Experience Managers will be necessary to deliver superior service to clients. Adherence to compliance processes and guidelines is crucial in this role to maintain the quality of documentation and reduce rejection rates. Ensuring 360-degree client engagement and total client ownership are vital for building strong, long-lasting relationships. Your willingness to work from office locations in Vadodara, Ahmedabad, and Surat may be required. If you find this role suitable, please send your CV along with details of your current salary (fixed + variable), expected CTC, current employer (if applicable), current location, notice period, total years of experience in the HNI portfolio, and availability for a face-to-face interview. Best regards, Varsha Phenom Placement Email: Varsha@phenomplacements.in,

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment

Role & responsibilities Responsible for managing CA value-growth Generating fee income from Trade Forex, Retail Banking & Business Banking relationships Cross-selling the wealth management products to the clients (MF, LI, GI, CC, Y-SEC, Locker) Acquiring the high-value CASA relationships from within the group Increasing the Customer to Group (CTG) & Product to Group (PTG) ratio in the book Deepening & Up-Selling on key CA-led relationships to achieve Goal sheet targets across CASA Value, Tfx income, BB, CMS, LI, MF, Locker, NTB Acquisition & other products Superlative client servicing standards & rigor in managing the relationship Thorough understanding of transactional and commercial banking products Drive superior product & process for sales and service to premier CA client, along with necessary feedback to Program Team for enhanced product development Seek references from existing clients to generate prospect list for New to Bank acquisition To provide a differential customer experience that supports our YFB value proposition & also ensure maintenance of minimum YFB threshold and retention of business customer To focus on profile based cross sell of value added products such as Trade Forex, CMS, POS, Payment gateway solutions, doorstep banking, working capital / loan needs & OPDT and family SA To understand and maintain details regarding nature of business and business model to extract existing and potential opportunities as well as any potential risks. Position our value proposition linking benefits to the customers key business requirement / issues Should be a team player and be able to work in cross-functional environment