70 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...

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. Key Responsibilities: - Increase the Liability book and Investment AUM portfolio size by deepening existing relationships and acquiring new clients. - Generate revenue thro...

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*

About Commercial Banking Group: The Commercial Banking Group is responsible for delivering One Axis to clients with a turnover between Rs 10 Crs. to Rs 250 Crs. by offering products & solutions around forex, trade, payments, cash management and tax payments along with retail products like salary, trust services, forex, commercial card, credit cards etc. About the Role: The Relationship Manager will be responsible for nurturing Corporate client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and a...

Overall Job Description Sourcing Trade, Forex customers & thereby generating fee based income. Handling Trade based queries from the Branch & increase forex revenue by smoothening transactions process by proactive liaison with Forex service cell, SPOCS & Credit departments. Identifying new segments & set up new trade verticals for prospective business opportunities at different locations/regions new to the bank. Recommend & introduce new services e.g. Cash management services, treasury etc. with an objective to engage customers & generate fee income. Managing customer relationships & addressing both service & sales queries for customers with an objective to engage & retain customers. Meeting...

JD:- TRADE RELATIONSHIP MANAGER RM will be responsible for Acquisition of new Business Entity customers and creating CA Book Management of Acquired Current Account customers Enhancement of the relationship by cross-selling products and services as per the profile & need of the these current account customers Deepening the size of the relationship and retention of the customers by providing the best possible services and being the dedicated point of contact for these customers Acquisition of NTB High Value Current Accounts NTB Acquisition of Current accounts dealing in international Trade Identify and Acquire New to Bank working capital limit customers with Trade Limits viz Buyers Credit, PCF...

Role/Job Title - Trade and Fx Counsellor Place of work - Banglaore CTC : up to 15Lacs - Business - Retail Banking Function/ Department - Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables "- Drive product & marketing...

Area Head, Current Account N Trade Forex knowledge based products other , handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Handle portfolio of high value entity. Products like CMS N Lending Required Candidate profile 6- 9 years relevant work experience in CC /OD/ TL/Export finance, Area Head or Sr. BSM or Portfolio SRM keen for team handling role can apply. Self-starter, team player & keen for business Banking Perks and benefits Current Account, Trade Forex, Cash Credit, CMS

Area Head, Current Account N Trade Forex knowledge based products other , handle existing client portfolio, NTB, also take care of Assets & TFX products, along with the team. Handle portfolio of high value entity. Products like CMS N Lending Required Candidate profile 6- 9 years relevant work experience in CC /OD/ TL/Export finance, Area Head or Sr. BSM or Portfolio SRM keen for team handling role can apply. Self-starter, team player & keen for business Banking Perks and benefits Current Account, Trade Forex, Cash Credit, CMS

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...

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...

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...

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 Accoun...

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...