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Trade Relationship Manager-RL SALES-Retail Sales

1 - 5 years

1 - 5 Lacs

Posted:1 day ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

About The Role Trade Relationship Manager Job Role: 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 SLA"™s Maintain a low cost of acquisition by acquiring bigger value of accounts To achieve Business / Income targets To have full knowledge of competitor"™s 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 bank"™s 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

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Kotak Life Insurance
Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

493 Jobs

    Key People

  • Mahesh Balasubramanian

    Managing Director & CEO
  • Kavitha Kamath

    Executive Vice President