About the role

Job Description

Job Title

Trade Acquisition Manager (TAM)

Grade

Deputy manager / Manager / Senior manager

Department

BBRL

Location

PAN INDIA

Grade Eligibility

Deputy manager / Manager / Senior manager

Reporting To

Sales Head Trade Acquisition Manager

Position Purpose

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.

Position Responsibilities

Sr.	Key Responsibilities
1	To acquire new-to-bank Trade Forex accounts.
2	Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities.
3	Target client profile can be small, mid-sized as well as large sales turnover (above 2 crs) organizations having CA floats of more than 10 lacs.
4	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.
5	Is responsible for achieving the allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.
6	Find, and engage, covert business owners, promoters, senior level management in mid-market. Position the Bank as a major player in Business banking market.
7	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.
8	Initiates identification and development of new business segments and geographical areas to generate business opportunities.
9	Ownership of self-acquired product portfolio, pricing, revenues (including fees).
10	Maintains working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc.
11	Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate.

Qualifications and Experience Requirement

Qualifications

Essential	Description
Post Graduate or higher	MBA / M.Com, Finance Management, Sales & Marketing
Experience	CA/TFx /Assets Sales experience of minimum 7 years with MBA (2 Yrs) or Direct Sales experience of 3 years + from competition Banks with relevant experience and knowledge.

Skills

Key Skills: High value TRADE FX Current Account Acquisition. Knowledge on Trade & Fx, CMS & Trade Assets Products.
Working Capital: Knowledge on working capital / trade assets.
KYC Guidelines: Detail knowledge of KYC guidelines and AML policies.
Communication: Good communication & presentation skills.
Teamwork: Solution oriented and team player.

Functional Inter-linkages

Internal & External

Confidential Document

Trade Acquisition manager