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Kotak Mahindra Bank

Senior Trade Relationship Manager_Sales_0436_8478_1032690

Posted 9 Days Ago
Be an Early Applicant
In-Office or Remote
2 Locations
Senior level
In-Office or Remote
2 Locations
Senior level
Drive trade finance and foreign exchange business by acquiring current account customers, generating revenue, delivering trade-related solutions, and sourcing consumer and commercial asset cases. Collaborate with product sales managers and relationship managers to convert leads, ensure compliance and process discipline, maintain strong customer and internal engagement, resolve queries, and achieve growth targets through proactive relationship management.
The summary above was generated by AI
As a Senior Trade Relationship Manager, you will be responsible for driving trade and forex business by acquiring new current account customers and generating revenue through trade-related services. This role demands a strong understanding of trade finance, customer engagement, and cross-functional collaboration to deliver seamless banking solutions. You will work closely with Trade Product Sales Managers (PSMs) and Asset Relationship Managers (RMs) to convert leads and offer comprehensive financial solutions. The role also involves sourcing consumer and commercial asset cases, maintaining process discipline, and ensuring high levels of customer satisfaction. This is a high-impact role suited for professionals with a proactive mindset, strong relationship-building skills, and a passion for delivering results in a competitive market. ResponsibilitiesSource new trade and forex current account customers in the assigned region. Generate trade and FX revenue from self-sourced accounts through proactive engagement. Provide trade-related services and solutions to acquired clients. Collaborate with Trade PSMs and Asset RMs to convert trade and asset leads into business. Source consumer and commercial asset cases to support overall business growth. Ensure adherence to process discipline and compliance across all activities. Maintain high levels of engagement with internal teams and external customers. Take ownership of performance and continuously raise the bar through innovation and effort. Demonstrate a results-driven approach while maintaining process integrity. Deliver consistent customer service and resolve queries promptly to ensure satisfaction.

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