Trade Relationship Manager(Field Sales)
Vipany
- Hyderabad, Telangana
- Permanent
- Full-time
- Acquire quality Current Accounts for 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.
- 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
- 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.