15 Trade Transactions Jobs

Job Description: You will be responsible for processing trade and Retail Inland & Forex related transactions in the Core Banking System according to the Bank's internal policies, SOPs, and ICC guidelines, as well as RBI/FEMA norms.,

Job Requirements Job Requirements Role/ Job Title: Relationship Manager - Current Account Function/ Department: Branch Banking Job Purpose The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits & withdrawals, and managing deliverables. Roles & Responsibilities CASA values build up and new client acquisition. Ensure effective cli...

Role & responsibilities Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. Handle corporate customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. Ensure adherence to process & documentation standards Maintain strict vigilance on the quality of forms and documentation provided. Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Provide support to relationship managers & ...

Looking for an experienced Relationship Manager who is passionate about driving platform’s adoption with vendors/ dealers of large corporates and increase vendor sales and grow trade finance book by managing programs for onboarded customers.

As a Relationship Manager at First Wealth in the Retail Banking branch, your primary role is to manage your assigned client portfolio effectively to ensure superior service delivery and promote cross-selling opportunities. This includes building up CASA as per branch targets, increasing product holding per customer through cross-selling all banking products, acquiring new clients, and managing walk-in clients. You will also be responsible for handling cash transactions, fund transfers, deposits, withdrawals, and managing deliverables. Your key responsibilities will include: - Building up CASA value and acquiring new clients to expand your portfolio. - Engaging with clients effectively to pro...

As an experienced professional joining the GTS Client Services team at HSBC, your role will involve delivering a professional and high-quality service to address the needs of GTS clients. You will be part of the Client Servicing team, led by the Team Leader, and will serve as one of the primary points of contact for premium clients. Your responsibilities will include: - Holding overall ownership of trade transactions for Premium/Standard Trade Clients and ensuring end-to-end completion of transaction processing. - Ensuring transactions do not break down due to missing documents or internal approvals. - Addressing customer complaints with high-quality customer service and effective resolution...

As a Trade Transactions Manager, your primary responsibility will be to oversee and manage the day-to-day trade transactions conducted at the branch. Your role will involve facilitating quick transaction processing through centralized trade systems. You will also be required to communicate effectively with customers to resolve any discrepancies that may arise and ensure the timely submission of FTR documents for both Forex and Inland transactions. Your duties will include coordinating with various stakeholders to streamline trade operations, enhance efficiency, and maintain high levels of customer satisfaction. Additionally, you will be expected to stay updated on industry trends and regulat...

The primary responsibility of this role is to achieve the assigned FX revenue budgets for the designated patch. This involves enhancing the wallet share of existing customers, activating dormant accounts, and acquiring new customers. A key focus is on digitally activating the current account base by providing CMS solutions and enabling online trade transactions. As a central point of contact, you will address customer inquiries related to trade, forex, and transaction banking. Additionally, you will be responsible for arranging and conducting training sessions on trade, forex, CMS products, and transaction banking for both existing and new customers. Furthermore, organizing various new-to-ba...

The jobholder is responsible for delivering a professional and high-quality service to address the needs of TSC clients. Careful analysis and judgment are required to resolve a multitude of inquiries. You will be part of the Client Servicing team led by the Team Leader of regional client services teams and will be one of the named primary points of contact for premium clients to facilitate transaction processing. Your responsibilities include owning the transaction, handling trade inquiries, resolving discrepancies, proactively offering solutions, and building strong relationships with premium clients. You must perform your duties defined in the charter with care, efficiency, and every possi...

You will be responsible for CASA Sales targeting HNI Clients with a minimum of 3 years of relevant experience. Your primary roles and responsibilities will include building up CASA value and acquiring new clients. It is crucial to engage effectively with clients to enhance cross-selling opportunities and increase the product holding per customer within your portfolio. You will need to profile all engaged clients and recommend suitable banking products accordingly. In addition, you will be required to achieve the monthly operating plan to enhance scorecard and decile rankings. Collaborating with relationship managers is essential for closing business loans, working capital, POS, CMS, and trad...

You will be responsible for handling day-to-day trade transactions, understanding client requirements, and coordinating with the Central Processing Center (CPC) for transaction processing and discrepancy resolution. In addition, you will be required to deal and coordinate with various business groups within the bank to ensure error-free and timely execution of trade transactions. It is essential to ensure compliance with internal guidelines and adhere to all relevant regulations. As part of your role, you will be expected to coordinate with clients and correspondent banks to resolve queries raised by Trade Finance and Cash Management Services (CMS) Operations promptly. Issuance of Letter of ...

Position: Commercial Manger Reporting to : CFO Experience : 8 to 12 years Qualification: Graduation in any discipline; additionally, MBA (Finance or Foreign trade) desired. Remuneration : Commensurate with capabilities and industry standards Domain : Commercial, legal, logistics transactions in a growing, project business. Role & Responsibilities: Maintain a strong understanding of accounts receivable processes. Prepare invoices, e-invoices, e-way bills, and export documentation. Post customer incoming payments, perform customer reconciliation, and process clearing entries in ERP. Maintain records of received orders and monitor progress. Prepare project-wise AR statements and track collectio...

Role & responsibilities Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. Handle corporate customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. Ensure adherence to process & documentation standards Maintain strict vigilance on the quality of forms and documentation provided. Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Provide support to relationship managers & ...

Role & responsibilities Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. Handle corporate customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. Ensure adherence to process & documentation standards Maintain strict vigilance on the quality of forms and documentation provided. Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Provide support to relationship managers & ...

Role & responsibilities Account Opening & Maintenance: Run the processes for account opening, account maintenance & account closure related formalities as per YBL process for Corporate clients. Handle corporate customers enquiries and instructions, whilst ensuring that the Bank’s delivery standards are met in achieving total customer satisfaction. e.g. timely checking of account opening documentation, opening of accounts etc. Ensure adherence to process & documentation standards Maintain strict vigilance on the quality of forms and documentation provided. Ensure timely follow up with Sales RMs of all BUs for resolution of any outstanding deferrals. Provide support to relationship managers & ...