Trade Acquistion Manager

Job Title

Trade Acquisition Manager (TAM )

Reporting To

Sales Head Trade Acquisition Manager

To bring focus on quality trade led current account acquisition across key markets and increase base of trade active transacting clients fetching regular and granular trade and Fx income. This role is in synergy with PCAM (erstwhile PCARM) and will work on the focussed markets and cities only , targeting SME/ MSME clients     

Sr.

Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform)

·        To acquire new-to-bank Trade Forex accounts.

·        Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities,

·        Target client profile can be small, mid-sized as well as large sales turnover ( above 2 crs) organizations having CA floats of more than 10lacs.

·        Build a portfolio of clients and CA and BBG MAB (liabilities and assets) from select niche segments as well as clients having a turnover of 5 crs and above.

·        Is responsible for achieving the allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.

·        Find, and engage, covert business owners, promoters, senior level management in mid-market. Position the Bank as a major player in Business banking market.

·        Meet client contact ability norms, M2 activation, clients meeting MAB in accounts by using various tools and processes such as interact and high value mobilisers.  

·        Initiates identification and development of new business segments and geographical areas to generate business opportunities.

·        Ownership of self-acquired product portfolio, pricing, revenues (including fees)  

·        Maintains working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc

·        Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate.

Qualifications

Essential

Post Graduate or higher . MBA / M.Com, Finance Management, Sales & Marketing

Essential

·         CA/TFx /Assets Sales experience of minimum 7years with MBA (2 Yrs) or

·         Direct Sales experience of 3 years +

·         From competition Banks with relevant experience and knowledge.

Skill

Attribute

Key Skills

·        High value TRADE FX Current Account Acquisition. Knowledge on Trade & Fx ,CMS & Trade Assets Products.

·        Knowledge on working capital / trade assets.

·        Detail knowledge of KYC guidelines and AML policies

·        Good communication & presentation skills

·        Solution oriented and team player

Internal & External