About the role
Strategic/ Managerial Responsibilities
§ Personal responsibility for making decisions in both simple and complex issues within given timelines.
Core Responsibilities
§ Financial / productivity achievements in terms of total revenue generation and top line impact on business portfolio
§ Meet and service trade finance related requirements of clients by liaising with Service/Operations/Product team.
§ Cross sell of trade /treasury products to existing customers
§ Focused & quality client engagement in the form of client meetings with NTP/Existing customer base and to scope for business development opportunities within the portfolio
§ Acquisition of new to bank clients with a focus to grow the Trade finance business along with the BB team in respective geographies with focused industry approach
§ To manage the sales for the suite of Trade Finance related products across the spectrum of Bank’s clients in a select location / region
Self-Management Responsibilities
§ Defines performance goals at the start of the year in discussion with the reporting manager and ensures that the goals are monitored and achieved during the course of the year.
§ Undertake training of the relationship teams and risk teams wherever necessary to promote & structure Trade finance products/facilities
Risk and Internal Control Responsibilities
§ Training of risk teams on trade products from regulatory perspective and market practices with relevant mitigants
§ Ensuring the regulatory health of portfolio by reducing trade regulatory outstanding items
§ Periodic monitoring of client transaction patterns and report any irregular spike or slowdown in client transactions
§ Adhering to Trade KYC/AML guidelines, identifying transactional risk factors & mitigant
SECTION IV: KEY INTERACTIONS
Key Internal Interactions
Purpose of Interaction
Relationship Team
§ Work with business RMs for acquiring, On-boarding and deepening relationships for Trade Products
Product Managers
§ Work with PM for structuring transactions thereby creating value for all stakeholders
§ Give regular feedback on client expectations and competitive landscape for trade products
Service Delivery & Operations
§ For new setup and on-boarding of new mandates
§ Continuous engagement to ensure seamless transactions
Financial Markets ( Treasury)
§ Working in collaboration with Treasury Sales team to cross-sell FX products and increase customer stickiness
Risk Managers
§ Regular interactions with Risk Manager for discussion on trade based asset cases/query resolution, capturing Trade related deviations in credit proposals with proposed mitigant
Key External Interactions
Purpose of Interaction
Customers
§ Regular interactions with clients both existing and NTB to scope for business development opportunities
Trade Associations
§ Interactions and meeting with various trade associations and regional chapters on Knowledge Banking approach for enhancing YES BANK’s visibility in Trade Finance & Services
SECTION V: KNOWLEDGE & EXPERIENCE
KNOWLEDGE
Minimum Qualifications
§ Post-Graduation MBA/CA
Language Skills
§ Proficient in English writing and verbal communication
EXPERIENCE
Years of Experience
3-5 years of relevant experience
Nature of
Experience
Relevant Experience in Trade Finance with working knowledge trade asset, treasury products and related digital solutions