Relationship Manager Elite Trade Relations Group (RM-ETRG]
Position Title: Relationship Manager
Business Group: ETRG
Background:ICICI Bank ETRG offers trade bankingservices totrade customers. ETRG Relationship Managers (RM) will have customers mapped to him/her for managing the existing relationship and activate or acquire new relationship. The RM will be a single point of contact from the bank responsible for managing all the trade& non trade requirements of the managed customers.
Purpose of the Job:The position will be responsible for managing mapped customers for their business banking needs. It require advisory on treasury products, cash management services, working capital and trade finance products.
Key deliverables:
Management of Trade & High Value SME customers for their Business Banking requirements
Complete life cycle management of the customer ( acquisition, on-boarding , portfolio , activation and attrition management)
Enhance trade revenue by increasing penetration (wallet share) of existing trade customers
Increase CA balances of managed customer by increasing customer through put
Acquisition of new trade and high value liability customers
Facilitate customer trade transaction and ensure straight through processing
Catering to customer limits requirement of pre-shipment and post shipment finance through referring such cases to other Credit Business Groups
UP- Sell of treasury solution such as Forwards & Options to trade customer
Provide Cash Management Services to customer
Conducing due diligence on customer & transaction to cater various AML and Regulatory requirements related to Trade transaction.
Monitoring and reduce compliance pending of bill of entry and export bills
Key Skills& Competencies:
Candidateshallhaveexperience of working in Trade products & familiarity with banking processes
Candidate shall have excellent collaboration skills toengagemeaningfullywithstakeholders such as TSU, Compliance, Legal, Branches, sales team
Candidateshallhaveexcellentanalytical skills with proficiency in MS excel & PowerPoint
Eagerness to develop & work on service enablers for improving / streamliningproducts and processes helping sales team in achieving their targets
Confident with strong interpersonal & communication skills
Self-driven with eagerness to deliver projects & assignments within timelines
Tagged as: current account, emerging corporate, saving account, trade finance, trade forex, trade marketing, trade sales