Senior Trade Relationship Manager

Kotak Mahindra Bank Limited; Rajkot; On-site; INR 1,500,000 - 2,800,000; Full time

Job summary

Kotak Mahindra Bank Limited in India is seeking a Senior Trade Relationship Manager to drive trade and forex business by acquiring new current account customers and generating revenue through trade-related services. You will work closely with Trade Product Sales Managers and Asset RMs to convert leads and offer comprehensive financial solutions.

This role requires strong trade finance knowledge, excellent relationship-building and customer engagement, and the ability to collaborate across teams

Qualifications

• Experience in trade finance and relationship management.
• Strong customer engagement and communication skills.
• Ability to collaborate with Trade PSMs and Asset RMs.

Responsibilities

• Source new trade and forex current account customers in the assigned region.
• Generate trade and FX revenue from self-sourced accounts through proactive engagement.
• Provide trade-related services and solutions to acquired clients.
• Collaborate with Trade PSMs and Asset RMs to convert trade and asset leads into business.
• Source consumer and commercial asset cases to support overall business growth.
• Ensure adherence to process discipline and compliance across all activities.
• Maintain high levels of engagement with internal teams and external customers.
• Take ownership of performance and continuously raise the bar through innovation and effort.
• Demonstrate a results-driven approach while maintaining process integrity.
• Deliver consistent customer service and resolve queries promptly to ensure satisfaction.

Skills

Trade finance knowledge

Relationship-building

Customer engagement

Cross-functional collaboration

Proactive mindset

Sales/lead conversion

Job description

As a Senior Trade Relationship Manager, you will be responsible for driving trade and forex business by acquiring new current account customers and generating revenue through trade-related services. This role demands a strong understanding of trade finance, customer engagement, and cross-functional collaboration to deliver seamless banking solutions. You will work closely with Trade Product Sales Managers (PSMs) and Asset Relationship Managers (RMs) to convert leads and offer comprehensive financial solutions. The role also involves sourcing consumer and commercial asset cases, maintaining process discipline, and ensuring high levels of customer satisfaction. This is a high-impact role suited for professionals with a proactive mindset, strong relationship-building skills, and a passion for delivering results in a competitive market.

• Source new trade and forex current account customers in the assigned region.
• Generate trade and FX revenue from self-sourced accounts through proactive engagement.
• Provide trade-related services and solutions to acquired clients.
• Collaborate with Trade PSMs and Asset RMs to convert trade and asset leads into business.
• Source consumer and commercial asset cases to support overall business growth.
• Ensure adherence to process discipline and compliance across all activities.
• Maintain high levels of engagement with internal teams and external customers.
• Take ownership of performance and continuously raise the bar through innovation and effort.
• Demonstrate a results-driven approach while maintaining process integrity.
• Deliver consistent customer service and resolve queries promptly to ensure satisfaction.

Experience Level Senior Level