Responsible for managing existing HNI Current account base of the branch –
Minimum of 100 customers with a book size of 15 crs.
Cross sell assets (Predominantly commercial assets)
Generate Trade and FX revenue through deepening and new base
Implementing strategies for boosting business with a view to penetrate new
accounts and expand existing ones.
Identifying new streams for revenue growth for Trade Products and developing
marketing plans to build consumer preference.
Initiating contact with potential customers for developing leads, direct sales &
cross selling financial products.
Conducting product presentations & promotional activities for market development
& brand visibility.
Client Relationship Management
Resolving of escalated grievances and queries of individual and corporate clients on
a day-to-day basis.
Developing the satisfaction level of customers by rendering services beyond
excellence in order to optimize a high percentage of customer satisfaction and
Negotiating with clients to book profitable deals for the Bank.
Constant updating on compliance issues relating to the trade market.
Taking care of all the regulatory requirements related to the trade transactions.
Complying with the guidelines of RBI given from time to time related to trade
Should have sales orientation
Min. 4- 8 years of work experience
Leadership skills. (Though more tactical than strategic).
Cost efficiency through process
An immense interest in developing relationship with the customers
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