Product Sales Manager Trade Finance

Strategic/ Managerial Responsibilities

• Personal responsibility for making decisions in both simple and complex issues within given timelines.

Core Responsibilities

• Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio
• Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team.
• Cross sell of trade /treasury products to existing customers
• Focused & quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio
• Acquisition of new to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach
• To manage the sales for the suite of Trade Finance related products across the spectrum of Bank’s clients in a select location / region

Self-Management Responsibilities

• Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
• Undertake training of the relationship teams and risk teams wherever necessary to promote & structure Trade finance products/facilities

Risk And Internal Control Responsibilities

• Training of risk teams on trade products from regulatory perspective and market practices with relevant mitigants
• Ensuring the regulatory health of portfolio by reducing trade regulatory outstanding items
• Periodic monitoring of client transaction patterns and report any irregular spike or slowdown in client transactions
• Adhering to Trade KYC/AML guidelines, identifying transactional risk factors & mitigant

SECTION IV: KEY INTERACTIONS Key Internal Interactions

Purpose of Interaction Relationship Team

• Work with business RMs for acquiring, On-boarding and deepening relationships for Trade Products Product Managers
• Work with PM for structuring transactions thereby creating value for all stakeholders
• Give regular feedback on client expectations and competitive landscape for trade products Service Delivery & Operations
• For new setup and on-boarding of new mandates
• Continuous engagement to ensure seamless transactions Financial Markets ( Treasury)
• Working in collaboration with Treasury Sales team to cross-sell FX products and increase customer stickiness Risk Managers
• Regular interactions with Risk Manager for discussion on trade based asset cases/query resolution, capturing Trade related deviations in credit proposals with proposed mitigant

Key External Interactions Purpose of Interaction Customers

• Regular interactions with clients both existing and NTB to scope for business development opportunities Trade Associations
• Interactions and meeting with various trade associations and regional chapters on Knowledge Banking approach for enhancing YES BANK’s visibility in Trade Finance & Services

SECTION V: KNOWLEDGE & EXPERIENCE KNOWLEDGE

Minimum Qualifications

• Post-Graduation MBA/CA

Language Skills

• Proficient in English writing and verbal communication

Experience Years of Experience 3-5 years of relevant experience

Nature of Experience Relevant Experience in Trade Finance with working knowledge trade asset, treasury products and related digital solutions