Trade Relationship Manager-BRANCH BANKING-Retail Sales
Kotak Securities Limited (company site, opens in a new tab)1–3 yrsAhmedabadOn-siteDirect career pageEst. 4–8 LPA
Posted on 27 Sept
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Job description
Structured overview of role & requirements
About This Role
- Acquire quality current account customers dealing in international trade ensuring compliance with KYC and regulatory norms.
- Activate first trade transactions and promote various trade and foreign exchange services products including Forward Contracts, LC/BG/BC, and Travel cards.
- Achieve business and income targets through customer acquisition, retention, and ensuring service delivery as per SLAs including handling customer complaints.
Minimum Requirements
- 1 to 3 years of Trade Forex and Foreign Exchange Services (FES) experience preferably in banking industry.
- Graduate degree required; Postgraduate preferred.
- Excellent domain knowledge and exhaustive understanding of Trade and FES products mandatory.
- Work Experience Required: 1 to 3 years in Trade Fx and FES
Ideal Candidate Profile
- Experienced in strategizing sales and customer acquisition in trade finance and foreign exchange within banking.
- Demonstrates strong client engagement and negotiation skills focused on achieving new-to-bank (NTB) and sales targets while adhering to compliance.
- Comfortable managing customer relationships across products and geographic segments with a proactive approach to market intelligence and competitor activity.