Trade Relationship Manager-BRANCH BANKING-Retail Sales
Kotak Securities LimitedMatch Score
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Job Description
Structured overview of role & requirementsAbout 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.