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Trade Relationship Manager-RL SALES-Retail Sales

Trade Relationship Manager-RL SALES-Retail Sales

Kotak Life Insurance

1 - 3 years

1 - 5 Lacs

Mumbai

Posted:3 days ago| Platform:

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Skills Required

retail sales sales activities sales fx trade area sales management channel sales regional sales business development distribution rsm sales management marketing channel management acquisition international trade distribution management

Work Mode

Work from Office

Job Type

Full Time

Job Description

Trade Relationship Manager

Acquire quality Current Accounts Customers who are dealing in International Trade.

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 SLA’s

Maintain a low cost of acquisition by acquiring bigger value of accounts

To achieve Business / Income targets

To have full knowledge of competitor’s 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 bank’s 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

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

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Kotak Life Insurance

Insurance

Jaipur

4000+ Employees

3198 Jobs

Key People

Mahesh Balasubramanian

Managing Director & CEO
Kavitha Kamath

Executive Vice President

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Trade Relationship Manager-RL SALES-Retail Sales