The Trade Product Sales RM is responsible for acquiring clients for generating Trade Fee income and NII from Trade Products and for ensuring an increase in throughput from Trade Products (LC, BG, etc.) and utilization of Non-fund-based (LC, BG) and Fund Based Trade limits (PC, PCFC, and LCBN). They are also responsible for driving the penetration of digital products and for the cross-of Wholesale Banking Products (CMS, Current accounts)
Key Responsibilities
Responsible for sourcing new clients for Trade Finance (Corporate & FI) and Trade Forex Business.
Responsible for achieving forex income from the mapped clients and New to Bank customers
Manage and out-serve the existing allocated portfolio of corporate clients and achieve the assigned Trade and Forex revenue target.
Maintain an excellent rapport and internal network with RMs and teams at Central Office, branches across the globe, work in partnership with other business lines to identify opportunities, and design the best solution.
Responsible for onboarding trade finance-related digital products
Ensure KYC compliance of corporate.
Liaise with Relationship Departments (LC, MC, MNC & SCG etc.) for sanction of facilities to clients
Ensure timely submission of periodic Trade Finance related reports and MIS
Ensure adherence to all laid down norms, regulatory guidelines, and compliance requirements
Qualifications:
Graduate/Post Graduate from a recognized institute.
Professional qualifications (i.e. CTF, CDCS, DC-PRO) in Trade Finance would be preferable
Experience in Relationship Management and Trade Finance. Must have an understanding of UCPDC, URDG, URC, URR, ISBP and regulatory guidelines
Certificate for Documentary Credit Specialists (CDCS) would be preferable