Trade Acquisition Manager - Delhi NCR, Delhi - confidential

    confidential
    confidential Delhi NCR, Delhi

    5 days ago

    Full time
    Description

    Role & responsibilities

    • To acquire new-to-bank Trade Forex accounts.
    • Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities,
    • Target client profile can be small, mid-sized as well as large sales turnover ( above 2 crs) organizations having CA floats of more than 10lacs.
    • Build a portfolio of clients and CA and BBG MAB (liabilities and assets) from select niche segments as well as clients having a turnover of 5 crs and above.
    • Is responsible for achieving the allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.
    • Find, and engage, covert business owners, promoters, senior level management in mid-market. Position the Bank as a major player in Business banking market.
    • Meet client contact ability norms, M2 activation, clients meeting MAB in accounts by using various tools and processes such as interact and high value mobilisers.
    • Initiates identification and development of new business segments and geographical areas to generate business opportunities.
    • Ownership of self-acquired product portfolio, pricing, revenues (including fees)
    • Maintains working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc
    • Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate.

    Skills

    • High value TRADE FX Current Account Acquisition
    • Knowledge on Trade & Fx ,CMS & Trade Assets Products.
    • Knowledge on working capital / trade assets.
    • Detail knowledge of KYC guidelines and AML policies
    • Good communication & presentation skills
    • Solution oriented and team player

    Qualifications and Experience Requirement

    Qualifications - Post Graduate or higher . MBA / M.Com, Finance Management, Sales & Marketing

    • CA/TFx /Assets Sales experience of minimum 7years with MBA (2 Yrs)
    • Direct Sales experience of 3 years +

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