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Trade Relationship Manager - Retail Sales

salary Not Disclosed
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job companyKotak Mahindra Bank Limited
job location Shalimar garden, Ghaziabad
job experience2 - 6+ years Experience in Accountant
1 Opening
full_time Full Time

Job Highlights

qualification
All Education levels
gender
All genders
jobShift
5 days working | Day Shift

Job Description

Trade Relationship Manager_Sales-Retail Sales_Ghaziabad As a Trade Relationship Manager in the Retail Sales vertical, you will be responsible for acquiring and managing high-value Current Account customers engaged in international trade. This role requires a strong understanding of trade finance products, regulatory compliance, and customer relationship management. You will work closely with internal teams and external clients to drive business growth, ensure smooth onboarding, and deliver a seamless banking experience. The role involves identifying potential markets and segments, educating clients on trade-related offerings, and activating trade transactions. You will also be expected to generate leads for asset products, ensure adherence to KYC and compliance norms, and maintain a low cost of acquisition by targeting high-value clients. Your ability to build long-term relationships, resolve client issues, and stay updated on market trends will be key to success in this role. Acquire quality Current Account customers involved in international trade. Identify and target high-potential markets and customer segments. Ensure complete compliance with KYC and regulatory norms during acquisition. Guide customers on applicable rates, charges, and ensure system-level updates. Activate the first trade transaction post-account opening. Promote and cross-sell trade and FES products such as: Forward Contracts Letters of Credit (LC) Bank Guarantees (BG) Bill Collection (BC) Travel Cards Encourage clients to maintain high Average Monthly Balances (AMB). Generate leads for asset products and ensure smooth handover to branch operations. Educate clients on cut-off times and service-level agreements (SLAs). Maintain a low cost of acquisition by focusing on high-value accounts. Achieve business and income targets consistently. Monitor competitor activities and share insights with Area Sales Managers (ASMs). Coordinate with internal teams to ensure timely service delivery. Retain and grow the existing customer base through relationship management. Handle and escalate customer complaints for timely resolution. Ensure proper documentation and KYC for agent empanelment. Deliver effective sales pitches and participate in promotional activities. Submit reports and updates to management as required. Stay updated on AML, KYC, and RBI guidelines to ensure compliant growth. Experience Level Mid Level

Other Details

  • It is a Full Time Accountant job for candidates with 2 - 6+ years Experience.

More about this Trade Relationship Manager - Retail Sales job

  1. What qualifications and experience are required for this Trade Relationship Manager - Retail Sales position?
    Ans : Candidates should have All Education levels with 2-7 years of experience.
  2. What is the salary and job type for this role?
    Ans : Salary details will be shared during the hiring process.
  3. What shift and timings does this job follow?
    Ans : This Trade Relationship Manager - Retail Sales job follows a Day shift.
  4. Do you need to visit the office for this job?
    Ans : Yes, candidates need to visit the office and work from the location in Shalimar garden, Ghaziabad.
  5. How many vacancies are there for this Trade Relationship Manager - Retail Sales job?
    Ans : There is 1 vacancy for this Trade Relationship Manager - Retail Sales role.
  6. Is this job open for all genders?
    Ans : Yes, this Trade Relationship Manager - Retail Sales job is open for both male and female candidates.
  7. What is the job location for this position?
    Ans : The job location for this Trade Relationship Manager - Retail Sales position is Shalimar garden, Ghaziabad.
  8. What makes this Trade Relationship Manager - Retail Sales job a good opportunity?
    Ans : The employer has not disclosed the salary for this role, but it is a Full Time opportunity with 1 opening.
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Contact Person

KOTAK MAHINDRA BANK LIMITED
Posted a day ago
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