Posted 07 June, 2026
Trade Relationship Manager-RL SALES-Retail Sales
Kotak Mahindra Bank
Chennai,Tamil Nadu,IN,600008
Full Time
Reference: 218_549763_204631
| Trade Relationship Manager | ||
| Job Role: | ||
| 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 |
