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Relationship Manager - ETRG

Mumbai, India | Icici Bank

  • Industry:
    Banking / Investment Banking
  • Position Type:
    Full-Time
  • Functions:
    Business Development
    Financial Services Professional
  • Experience:
    7-10 years
Job Description:
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Management of Commercial/ Trade & Current Account relationships in business banking segment

Acquire New Trade Finance and Forex clients

Activate existing clients to start their trade and Forex transactions

Acquisition of Corporate customers for Forex and Trade Services

Conduct regular branch and client visits and resolve customer queries

Retain existing clients and enhancement of Trade/Forex business

Manage trade related transactions

Collaborate with several General Service departments e.g. GTSU (Global Trade Service Units) to ensure clients receive quality service

Ensure Compliance to Internal & External Guidelines on trade Finance activities

Enhance trade relations and seek referrals

Deliverables:

Manage relationship with Trade customer

Income and scorecard achievement

Develop new relationships with customers to increase revenue and accounts

Ensure trade compliance

Maintain number of current account (CA) balance

Achieve revenue targets by selling various products (for e.g.: CA / CMS / Trade Finance / Business Banking / General Insurance / SB / FD / Business Credit Cards / Prepaid Cards / other banking or third party products etc)

Focused approach towards achievement of respective income and acquisition plan

Skills and Competencies:

Written and oral communications skills

Experience in managing trade

Knowledge of compliance of the bank

Ability to conceptualize, plan and implement customer acquisition and service strategies

Ability to build and maintain relationship with clients to ensure customer retention

Educational Qualifications:

Graduate with 8 to 10 years of relevant banking experience OR post graduates from premier management institutes with 2 to 6 years of relevant banking experience

Prior experience in Trade Finance products are desirable

Age less than 34 years


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