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Trade- RM / Chennai

2.00 to 7.00 Years   Chennai   20 Mar, 2023
Acura Solutions
Job LocationChennai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaCustomer Service (Domestic)
EmploymentTypeFull-time

Job Description

    Roles and Responsibilities
    • 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 SLAs
    • Maintain a low cost of acquisition by acquiring bigger value of accounts
    • To achieve Business / Income targets
    • To have full knowledge of competitors 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 banks 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
    Satyam Jha | Business ManagerM. hidden_mobile | hidden_email

Keyskills :
forexworking capitaltradetrade finance

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