Trade Relationship Manager-Branch Banking-Retail Sales
Kotak Mahindara Life Insurance · Surat · onsite · Posted 41d ago
Undisclosed1–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
About The Role
Job Role
Acquire quality Current Accounts Customers who are dealing in International Trade.
Identify target markets and Segments
Ensure to follow all compliance and KYC norms while acquiring
Ensure that the customer is guided regarding rates and charges.
Commission and Rates to be fixed in the system.
Activate the first trade transaction.
Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc.
Ensure that clients keep high CA AMB values in the accounts opened.
Generation of Asset leads.
Smooth handover of the customer to the Branch operations team
To educate customers regarding Cut off times and follow the SLA"™s
Maintain a low cost of acquisition by acquiring bigger value of accounts
To achieve Business / Income targets
To have full knowledge of competitor"™s activities and report those to ASMs
To coordinate and ensure service delivery happens as per SLAs and TATs
Acquisition and retention of new customer across all the segments.
Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
Retention of existing customers base
Handling customer complaints and escalate the complaints to competent authorities for resolutions.
Ensure all required documents for the agent empanelment including KYC as per bank"™s policy are in place for smooth business relationship.
Deliverance of the required sales pitch for the respective product.
Timely submission of required reports.
Execute promotional activities conveyed by ASM/RSM
Planning and organizing various promotional activities Regularly updates RSM on the current market practices / business strategies by the competitors.
Job Requirement
Graduate, PG preferable
1 to 3 years of Trade Fx and FES preferably in Banking Industry.
Excellent Domain knowledge.
Exhaustive knowledge of Trade and FES products .
Excellent sales skills.
Excellent knowledge of client behaviour & engagement in each product / geographic segments
High energy levels and enthusiasm, should have winning attitudes
Out of box thinker and creative problem solver.
Good listener and should possess excellent communication skills.
Excellent negotiator and smart worker
Result-oriented especially in achieving given NTBs and sales targets.
Good oral and written communication
Should be good in strategizing, aggressive but compliance oriented
Sourced from naukri
Skills
ExportFXBranch BankingBusiness DevelopmentRetail Branch BankingRetail BankingCASATradeCurrent AccountImportInternational TradeSalesAcquisitionInvestment BankingfinanceBranch ManagementBranch OperationsRelationship Management
About Kotak Mahindara Life Insurance
Kotak Mahindara Life Insurance
Insurance
16.0k+
employees
2001
25 years old
Mumbai, Maharashtra
India
₹6.7L PA avg
Avg at Kotak Mahindara Life Insurance
About
This subsidiary of Kotak Mahindra Bank offers insurance products tailored for customer needs, focusing on protection and long-term savings across India.
Industries
InsuranceBanking / Insurance / AccountingFinancial Services
Employee ratings
10 reviews
3.6/ 5
Culture
1.7
Career growth
1.8
Work-life
1.8
Employees rate it well for
Job Security37Overall Company36
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