Relationship Manager - TRADE Finance

Vrinda Global; Mumbai; On-site; INR 450,000 - 750,000; Part time

Job summary

Vrinda Global is seeking professionals to source and manage Trade & Retail Forex customers in the Mumbai region. The role involves training frontline staff, coordinating with branches and support units to ensure compliant trade transactions, and addressing customer inquiries with effective resolutions.

The candidate will also promote services across segments, build relationships with SME and Retail clients, and ensure accurate documentation and smooth execution of transactions.

Responsibilities

• Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers.
• Training frontlines attached to the respective branch.
• Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions
• Handling Customer queries, resolutions providing, Capability presentation to the prospective clients, sharing value propositions, on job profile boarding the client.
• Conducting Training and Promoting to the all segments and Maintain cordial Relationship with all of them
• Responsibility includes Servicing Portfolio customers as well as branch.
• Contacting SME and Retail customers in order to develop new clientele for Trade
• Executing documents, ensuring seamless and effective implementation of txns and enabling qualitative delivery of assured solutions.
• Periodically meeting the acquired client to ensure proper servicing and to get deeper penetration and wallet share.
• Demonstrating proficient customer management skills, effective planning and problem handling skills during Customer interactions of process and procedures.

Job description

• Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers.
• Training frontlines attached to the respective branch.
• Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions
• Handling Customer queries, resolutions providing, Capability presentation to the prospective clients, sharing value propositions, on job profile boarding the client.
• Conducting Training and Promoting to the all segments and Maintain cordial Relationship with all of them
• Responsibility includes Servicing Portfolio customers as well as branch.
• Contacting. SME and Retail customers in order to develop new clientele for Trade
• Executing documents, ensuring seamless and effective implementation of txns and enabling qualitative delivery of assured solutions.
• Periodically meeting the acquired client to ensure proper servicing and to get deeper penetration and wallet share.
• Demonstrating proficient customer management skills, effective planning and problem handling skills during Customer interactions of process and procedures.