Senior Trade Relationship Manager - Retail Sales

Kotak Securities Limited; Ahmedabad District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Kotak Securities Limited in Ahmedabad seeks a Senior Trade Relationship Manager to lead trade and forex initiatives, acquiring new current accounts and expanding revenue through trade-related services.

The role emphasizes strong trade finance knowledge, client engagement, and cross-functional collaboration with Trade Product Sales Managers and Asset RMs to convert leads and deliver comprehensive financial solutions.

Qualifications

• Experience in retail banking or corporate trade finance.
• Strong client-facing and relationship-building skills.
• Ability to collaborate with sales and product teams.

Responsibilities

• Drive trade and forex business and acquire new current accounts.
• Generate revenue through trade-related services and solutions.
• Collaborate with Trade Product Sales Managers and Asset RMs.
• Source asset cases and maintain process discipline.
• Deliver high levels of customer satisfaction in a competitive market.

Skills

Trade finance

Customer engagement

Relationship management

Cross-functional collaboration

Job description

Senior Trade Relationship Manager_Sales-Retail Sales_Ahmedabad

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.