Relationship Manager - ETRG Relationship Manager Elite Trade Relations Group (RM- ETRG) Grade: DMI/ DMII/ MI Reports to: Regional Head Sales ETRG Job Role and Responsibilities : Management of Commercial/ Trade & Current Account relationships in business banking segment Acquire New Trade Finance and Forex clients Activate existing clients to start their trade and Forex transactions Acquisition of Corporate customers for Forex and Trade Services Conduct regular branch and client visits and resolve customer queries Retain existing clients and enhancement of Trade/ Forex business Manage trade related transactions Collaborate with several General Service departments e.g. GTSU (Global Trade Service Units) to ensure clients receive quality service Ensure Compliance to Internal & External Guidelines on trade Finance activities Enhance trade relations and seek referrals Deliverables: Manage relationship with Trade customer Income and scorecard achievement Develop new relationships with customers to increase revenue and accounts Ensure trade compliance Maintain number of current account (CA) balance Achieve revenue targets by selling various products (for e.g.: CA / CMS / Trade Finance / Business Banking / General Insurance / SB / FD / Business Credit Cards / Prepaid Cards / other banking or third party products etc) Focused approach towards achievement of respective income and acquisition plan Skills and Competencies: Written and oral communications skills Experience in managing trade Knowledge of compliance of the bank Ability to conceptualize, plan and implement customer acquisition and service strategies Ability to build and maintain relationship with clients to ensure customer retention Educational Qualifications: Graduate & Post Graduate with 4- 8 Years work experience
Job Classification
Industry: Banking, Financial Services, BrokingFunctional Area: Financial Services, Banking, Investments, Insurance, Role Category: Corporate BankingRole: Corporate BankingEmployement Type: Full time
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: MBA/PGDM in Any SpecializationDoctorate: Doctorate Not Required