55 Trade Forex Jobs - Page 2

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 Profitabil...

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 p...

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 Custome...

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 Custome...

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 solu...

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 solu...

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 bankin...

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 bankin...

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), Cred...

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 comme...

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-S...

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-S...

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 bankin...

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 bankin...

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 conce...

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 conce...

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 ...

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 c...

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 bankin...

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 bankin...

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 bankin...

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 bankin...

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 bankin...

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 bankin...

Role & responsibilities Responsible for managing CASA 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 Share CV at 9149271539 References are highly appreciated!!