Relationship Manager

About the Role

This position involves acquiring and managing Trade and high-value MSME customers focusing on their working capital financial needs. The incumbent will handle the entire customer lifecycle including acquisition, onboarding, portfolio management, activation, and attrition.

Key Responsibilities

• Acquire and manage Trade and high-value MSME clients requiring working capital support.
• Address customer needs for pre-shipment and post-shipment financing limits.
• Enhance revenue from trade by growing wallet share in new and existing trade accounts.
• Acquire new trade and high-value liability customers to expand the customer base.
• Facilitate customer trade transactions ensuring smooth, straight-through processing.
• Cross-sell treasury solutions such as forwards and options to trade customers.
• Deliver cash management services to clients.
• Lead teams positively with a self-motivated and proactive approach.
• Be accountable for completing projects and assignments within deadlines.
• Demonstrate solution-oriented mindset and strong collaboration skills.
• Employ strong communication and interpersonal abilities.
• Conduct due diligence on customers and transactions to meet AML and regulatory trade transaction requirements.
• Monitor and reduce compliance issues related to bills of entry and export bills.