TRADE ACQUISITION RM

Job Description

JOB DESCRIPTION TRADE ACQUISITION RMPositionRelationship Manager Trade AcquisitionDepartmentRetail / Business Banking Trade & ForexRole OverviewThe Trade Acquisition RM will be responsible for acquiring New-to-Bank customers engaged in domestic and international trade, building Current Account relationships, and generating business through Trade Finance, Forex and related banking products.Key Responsibilities
• Acquire New-to-Bank Current Account customers involved in Import/Export and international trade.
• Identify and target potential customers across relevant business segments and markets.
• Generate leads through open market sourcing, referrals, branch channels and existing networks.
• Understand customer business requirements and offer suitable Trade & Forex solutions.
• Drive activation and usage of the first trade transaction after customer onboarding.
• Generate business through LC, BG, Bill Collection/Discounting, Trade Loans and Forex solutions.
• Explore opportunities for Forward Contracts, FX transactions and other Trade/FES products.
• Maintain healthy Current Account balances / AMB and improve customer wallet share.
• Generate leads for Asset, Working Capital and other banking products.
• Coordinate with Credit, Operations, Trade Desk and Compliance teams for smooth customer onboarding and transaction execution.
• Ensure adherence to KYC, AML, RBI/FEMA and internal compliance guidelines.
• Maintain strong relationships with customers and ensure timely resolution of service-related issues.
• Monitor competitor activities and market trends to identify new business opportunities.
• Achieve assigned NTB, Trade Volume, Fee Income, FX Revenue and CASA targets.
Candidate Profile
• Graduate in any discipline; MBA/PGDM preferred.
• 15 years of experience in Trade Finance, Forex, Transaction Banking, Business Banking or Retail/SME Banking.
• Candidates with experience in Trade & Forex / FES products will be preferred.
• Strong understanding of LC, BG, Bill Collection, Import/Export and Forex products.
• Excellent sales, communication and negotiation skills.
• Strong customer acquisition and relationship-management capabilities.
• Target-oriented with good market knowledge and networking ability.
• Willingness to travel extensively for customer acquisition.
Key SkillsTrade Finance | Forex | FES | Current Account Acquisition | Import & Export | LC | BG | Bill Discounting | Customer Acquisition | Relationship Management | CASA | Cross-Selling | Business DevelopmentKey Performance AreasNTB Acquisition | Trade Volume | FX Income | Fee Income | CASA/AMB | Customer Activation | Cross-Selling | Revenue Generation

Keyskills :
acquisitionsales