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    Job · 17125777

    Kotak Mahindara Life Insurance logo

    Trade Relationship Manager-RL SALES-Retail Sales

    Kotak Mahindara Life Insurance · Jodhpur · onsite · Posted 41d ago

    Undisclosed1–5 yrsfulltimeSourced fromNaukri

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

    About this role



     About The Role  
     Trade Relationship Manager   Job Role: 
  1. Acquire quality Current Accounts Customers who are dealing in International Trade.
  2. Identify target markets and Segments
  3. Ensure to follow all compliance and KYC norms while acquiring
  4. Ensure that the customer is guided regarding rates and charges.
  5. Commission and Rates to be fixed in the system.
  6. Activate the first trade transaction.
  7. Explore the potential of various trade and FES products like Forward Contracts, LC/BG/BC , Travel cards , etc.
  8. Ensure that clients keep high CA AMB values in the accounts opened.
  9. Generation of Asset leads.
  10. Smooth handover of the customer to the Branch operations team
  11. To educate customers regarding Cut off times and follow the SLA"™s
  12. Maintain a low cost of acquisition by acquiring bigger value of accounts
  13. To achieve Business / Income targets
  14. To have full knowledge of competitor"™s activities and report those to ASMs
  15. To coordinate and ensure service delivery happens as per SLAs and TATs
  16. Acquisition and retention of new customer across all the segments.
  17. Keep updated about AML/KYC/RBI guidelines and ensure growth is achieved by complying with all regulatory guidelines.
  18. Retention of existing customers base
  19. Handling customer complaints and escalate the complaints to competent authorities for resolutions.
  20. Ensure all required documents for the agent empanelment including KYC as per bank"™s policy are in place for smooth business relationship.
  21. Deliverance of the required sales pitch for the respective product.
  22. Timely submission of required reports.
  23. Execute promotional activities conveyed by ASM/RSM
  24. 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
  25. Sourced from naukri

    Skills

    distributionChannel ManagementRegional SalesRetail SalesRSMFXChannel SalesDistribution Managementsales managementBusiness DevelopmentArea Sales ManagementTradeInternational TradeSalesAcquisitionSales Activitiesmarketing

    About Kotak Mahindara Life Insurance

    Kotak Mahindara Life Insurance logo

    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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    Trade Relationship Manager-RL SALES-Retail Sales · waiting for your command