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    Job · 19413520

    Kotak Securities logo

    Trade Relationship Manager-BRANCH BANKING-Retail Sales

    Kotak Securities · Vadodara · onsite · Posted 24d ago

    Not disclosedFresherfulltimeSourced fromFoundit

    About a minute. You'll make an account on the way through.

    About this 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 foundit

    Skills

    Sales SkillsTrade FXFES products

    About Kotak Securities

    Kotak Securities logo

    Kotak Securities

    Financial Services

    4.6k+

    employees

    1994

    32 years old

    Mumbai, Maharashtra

    India

    ₹8.5L PA avg

    Avg at Kotak Securities

    About

    Kotak Securities are a trusted trading platform backup by 3.5 Million + customers provide all financial services ounder one roof.

    Industries

    Financial Services

    Employee ratings

    10 reviews

    3.6/ 5

    Culture

    2.8

    Career growth

    3.0

    Work-life

    3.7

    Employees rate it well for

    Work-Life Balance36Overall Company36

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    Trade Relationship Manager-BRANCH BANKING-Retail Sales · waiting for your command