Trade Acquisition Manager

Veerwal Getwork Services; Delhi; On-site; INR 700,000 - 950,000; Full time

Job summary

Veerwal Getwork Services is seeking a business banking professional to acquire new-to-bank Trade Forex accounts and source high-value Trade Fx Current Accounts with BBG products. You will build a client portfolio across segments, managing CA and BBG products for organisations with significant turnover.

The role emphasizes meeting CA, Trade & Fx, BBG targets through premium accounts, engaging mid-market business owners, and promoting the bank as a major business banking player while adhering to

Responsibilities

• Acquire new-to-bank Trade Forex accounts.
• Source high value Trade Fx Current Accounts with products such as BBG-working capital credit facilities.
• Target client profile can be small, mid-sized as well as large sales turnover (above 2 crs) organizations having CA floats of more than 10lacs.
• Build a portfolio of clients and CA and BBG MAB from select niche segments as well as clients having a turnover of 5 crs and above.
• Achieve allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.
• Find and engage covert business owners, promoters, senior level management in mid-market; position the Bank as a major player in Business banking.
• Meet client contact ability norms, M2 activation, clients meeting MAB in accounts using tools and processes such as interact and high value mobilisers.
• Initiates identification and development of new business segments and geographical areas to generate opportunities.
• Ownership of self-acquired product portfolio, pricing, revenues (including fees).
• Maintains working knowledge of the local market, trends, potential, competitors, premier service providers, etc.
• Act in accordance with regulatory, compliance and KYC policies and communicate to clients as appropriate.

Job description

Key Responsibilities (Please mention all the responsibilities expected from the incumbent to perform)

• To acquire new-to-bank Trade Forex accounts.
• Source high value Trade Fx Current Account with an array of products such as BBG-working capital credit facilities,
• Target client profile can be small, mid-sized as well as large sales turnover ( above 2 crs) organizations having CA floats of more than 10lacs.
• Build a portfolio of clients and CA and BBG MAB (liabilities and assets) from select niche segments as well as clients having a turnover of 5 crs and above.
• Is responsible for achieving the allocated targets pertaining to CA, Trade & Fx, & BBG lead Trade A/c through primarily acquiring premium current accounts.
• Find, and engage, covert business owners, promoters, senior level management in mid-market. Position the Bank as a major player in Business banking market.
• Meet client contact ability norms, M2 activation, clients meeting MAB in accounts by using various tools and processes such as interact and high value mobilisers.
• Initiates identification and development of new business segments and geographical areas to generate business opportunities.
• Ownership of self-acquired product portfolio, pricing, revenues (including fees)
• Maintains working knowledge of the local market, its trends, its potential, competitors, premiere service providers, etc
• Act in accordance with all regulatory, compliance and KYC policies (both internal and external) and communicate to clients as appropriate.