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Job details:
Job Description Trade Relationship Manager
Position
Trade Relationship Manager
Department
Trade Finance / Business Banking
Role Overview
We are looking for an experienced and result-oriented
Trade Relationship Manager to manage and grow relationships with corporate and business banking customers.
The role involves handling
Trade Finance, Import Export transactions, Working Capital, Forex and Cash Management requirements while acquiring new clients and deepening existing relationships.
Key Responsibilities
- Manage a portfolio of Corporate, SME and Business Banking clients .
- Develop strong relationships with existing customers and identify opportunities for business growth.
- Acquire new customers through market mapping, references, networking and direct sourcing.
- Understand customers' Import, Export and Trade Finance requirements.
- Drive trade finance business including:
- Letters of Credit (LC)
- Bank Guarantees (BG)
- Import/Export Bills
- Letter of Credit Advising Confirmation
- Bill Discounting / Invoice Financing
- Pre-shipment Post-shipment Finance
- Trade Remittances
- Generate business through Working Capital, Forex and Cash Management Services (CMS) .
- Identify cross-selling opportunities across banking and financial products.
- Coordinate with Credit, Operations, Trade Finance, Forex and other internal teams for smooth execution of transactions.
- Monitor customer transactions, limits, documentation and compliance requirements.
- Ensure adherence to KYC, AML, RBI and internal banking policies .
- Track portfolio performance, revenue generation and business targets.
- Conduct regular client meetings and provide customized financial solutions.
- Resolve customer issues and ensure high-quality service.
- Maintain strong knowledge of market trends, trade regulations and banking products.
Candidate Profile
- Graduate / Post Graduate from a recognized institution.
- 38 years of experience in Trade Finance, Corporate Banking, Business Banking or Relationship Management.
- Candidates with experience in Trade Finance + Forex + Working Capital will be preferred.
- Strong understanding of Import/Export documentation and trade products.
- Experience in acquiring and managing corporate/SME relationships.
- Proven track record of achieving business and revenue targets.
- Strong communication, negotiation and relationship-management skills.
Preferred Experience
Trade Finance | Import Export | Corporate Banking | Business Banking | Working Capital | Forex | CMS | LC | BG | Bill Discounting | Trade Remittance | Relationship Management
Key Performance Areas
- New Customer Acquisition
- Trade Business Volume
- Revenue Generation
- CASA Deposit Growth
- Trade Finance Penetration
- Working Capital Business
- Forex Revenue
- Portfolio Growth Customer Retention
Location: As per business requirement
CTC: As per experience and location
Employment Type: Full-Time
This job is provided by Shine.com
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