Relationship Manager - Trade Forex (3-12 yrs)

Key Responsibilities:

- Acquire new to bank SME customers by providing corporate banking solutions while maintaining high service standards

- Maintain complete customer profile including the risk profile, demographics and assets in the bank

- Enrich relationships and garner higher wallet share through customer engagement activities and increase customer stickiness by offering corporate banking products like Tax payment, Internet Banking, trade products, CMS etc.

- Deepen the existing relationships by providing them Corporate solutions like Trade and Forex, CMS and SME Loans

- Identify potential customers who can be sold tailored products to enhance product penetration

- Acquire new customers by converting referral leads

- Achieve targets as assigned by the organization on a monthly basis

- Record and track all engagement activities through the CRM system

- Coordinate with Service Team to resolve any issue raised by the client

- Comply with KYC/SEBI rules, regulations, and legislation governing the Bank