About the role
1. Increase trade & Trade & Fx penetration
2. Increase of Trade & Trade & Fx revenue
3. Support Large Corporate RMs for scoping market for Trade & Fx products including Structured Deals
4. Close coordination with treasury/dealing room for booking Trade & Fx rates and completion of transaction.
- Ensure Trade & Fx penetration in potential Large Corporate clients.
- Ensure revenue generation as per budget from Trade & Fx clients.
- Identify prospect from existing Customer for Trade & Fx penetration and increase product penetration.
- Provide guidance to RMs in terms of scoping the market for Trade & Fx intensive clients to be acquired as New to Bank Clients (NTB)
- Regularly meet Trade & Fx clients, both existing & potential, along with RMs and help in NTB acquisition by preparing client specific USP/pitch points.
- Regularly monitor Trade & Fx flows and ensure those to be in line with Client potential/commitment to route through us.
- Coordinate closely with Treasury & Corporate Branches to ensure all Trade & Fx transactions happen at the agreed rates and if possible do the trending.
- Structured Trade Finance and Solutioning including Supply Chain Financing
- Work towards maximization of EEFC balances.
- Wallet and Account Planning
- Closure of Regulatory O/s
Qualification: Graduate/Post Graduate
Experience: 14 to 18 years