Relationship Manager - Trade/Forex Business - Bank

Job Description :

- Driving initiatives for Mid/Large Trade / Forex business in the assigned geography / assigned branches.

- Maximize revenues and customer base from focus segments such as EXIM, Travel and Tourism etc.

- Product/process initiatives in the region to increase customer acquisition / enhancement/increment in wallet share

- Joint scoping with branches for mapping opportunity in focus and opportunity segments. Structuring product/pricing requirements for specific catchments / customer groups basis identified opportunity

- Joint visits to customers with branch RMs for product structuring / relationship deepening.

- Drive B-B-C opportunities with the help of local leadership

- Earmarking key focus branches within the geography in terms of current account & trade fx business, under consultation with regional leadership.

- Continuous interaction with branches / leadership to ensure that business focus is maintained and key identified branches are visited at regular intervals

- Audit efficiency of working model / sales process in key branches and highlight gaps to management for corrective action.

- Monitoring key accounts in the region for revenues & value growth and cross sell opportunities.

- Handholding newly joined resources in CA model branches with relevant information in terms of product features & service capability.

- Regular Training of resources on products, processes, competition benchmarking within the Trade / Forex domain

- Drive marketing initiatives in respective catchment for brand building / acquisition/balance & revenue build-up

- Planning local contests and promos, events for prospective customer meet, trade-fx centric association meetings for Regions in consultation with regional leadership

- Extend support to branches by assisting in various queries relating to product, process, marketing, and clarifications from Audit etc.

- Provide inputs to central product team on Segmentation and market sizing for current account & trade fx business at a catchment level