About the role

Trade Acquisition Manager (TAM)

Job Summary:

The Trade Acquisition Manager (TAM) plays a pivotal role in driving quality trade-led current account acquisition across key markets, aimed at enhancing the base of trade-active transacting clients. This position synergizes with the PCAM team, focusing on SME/MSME clients to generate consistent trade and FX income for the organization.

Key Responsibilities:

Acquire new-to-bank Trade Forex accounts to expand the client base.
Source high-value Trade FX Current Accounts, leveraging a variety of products, including BBG working capital credit facilities.
Target a diverse client profile, including small, mid-sized, and large organizations with a sales turnover above 2 crores and CA floats exceeding 10 lacs.
Build and manage a robust portfolio of clients, focusing on liabilities and assets (CA and BBG MAB) from select niche segments with a turnover of 5 crores and above.
Achieve allocated targets related to CA, Trade & FX, and BBG lead Trade Accounts by acquiring premium current accounts.
Engage and convert business owners and senior-level management in the mid-market, positioning the Bank as a prominent player in the business banking sector.
Identify and develop new business segments and geographic areas to uncover business opportunities, while ensuring compliance with all regulatory and KYC policies.

Requirements:

Post-Graduate or higher degree (MBA/M.Com preferred) in Finance Management, Sales & Marketing.
Minimum of 7 years of CA/TFx/Assets Sales experience, or 3 years of direct sales experience from competing banks.
Proven experience in Trade FX current account acquisition with knowledge of Trade & FX, CMS & Trade Assets products.
Comprehensive understanding of KYC guidelines and AML policies.
Excellent communication and presentation skills, with a solution-oriented mindset.
Strong ability to work collaboratively as a team player while maintaining self-accountability.

Preferred Qualifications:

Experience in developing and managing high-value client relationships.
Strong knowledge of working capital and trade assets market dynamics.
Ability to adapt strategies based on market trends and client needs.
Previous experience with premium banking clients and product offerings.

Benefits:

Attractive compensation package with performance-based incentives.
Comprehensive health insurance and wellness programs.
Opportunities for professional development and career advancement.
Flexible working hours and a supportive work environment.
Access to exclusive banking products and services for employees.

Trade acquisition manager