Trade Relationship Manager

Pegasus International; Gurugram District; On-site; INR 600,000 - 850,000; Full time

Job summary

Pegasus International in India is seeking a Trade Relationship Manager to acquire and manage trade-focused customers, boosting trade business, and delivering excellent service.

You will source trade current accounts, activate onboarding, grow current account balances, generate TFX income, source trade assets, and collaborate with branches to ensure speedy deal execution while complying with RBI and KYC rules.

Qualifications

• Graduate or postgraduate in Commerce, Finance, Business Administration, or related field.
• 2–8 years of experience in Trade Finance, Corporate Banking, Transaction Banking, or Relationship Management.
• Strong understanding of Trade Finance products, Forex, Current Accounts, and Working Capital solutions.
• Excellent relationship management, sales, negotiation, and communication skills.

Responsibilities

• Source and acquire new Trade Current Accounts of importers, exporters, manufacturers, and trading companies.
• Activate newly acquired trade accounts and ensure onboarding and transaction initiation.
• Drive growth in Current Account balances by increasing customer engagement and transaction volumes.
• Generate Trade & Forex income through trade finance products, foreign exchange solutions, and cross-border banking services.
• Source Trade Assets including Packing Credit, Post Shipment Finance, Buyers' Credit, and other trade finance products.
• Build and maintain strong relationships with existing and prospective trade customers.
• Identify customer needs and provide customized trade and forex solutions.
• Work closely with Branch Banking, Trade Operations, and Product teams to ensure seamless service and faster deal execution.
• Ensure compliance with KYC, AML, RBI guidelines, and internal bank policies.
• Achieve monthly, quarterly, and annual business targets across account sourcing, trade assets, TFX income, and CASA value.

Skills

Relationship management

Sales

Negotiation

Communication

Trade finance

Forex

Education

Bachelor's degree in Commerce/Finance/Business Administration

MBA preferred

Job description

Role Purpose

The Trade Relationship Manager is responsible for acquiring and managing trade-focused customers, driving trade business growth, increasing current account balances, generating Trade & Forex (TFX) income, and sourcing trade finance assets while delivering excellent

customer service.

Key Responsibilities

• Source and acquire new Trade Current Accounts of importers, exporters, manufacturers, and trading companies.
• Activate newly acquired trade accounts and ensure timely onboarding and transaction initiation.
• Drive growth in Current Account balances by increasing customer engagement and transaction volumes.
• Generate Trade & Forex (TFX) income through trade finance products, foreign exchange solutions, and cross‑border banking services.
• Source Trade Assets including Packing Credit, Post Shipment Finance, Buyers' Credit, and other trade finance products.
• Build and maintain strong relationships with existing and prospective trade customers.
• Identify customer needs and provide customized trade and forex solutions.
• Work closely with Branch Banking, Trade Operations, and Product teams to ensure seamless customer service and faster deal execution.
• Ensure compliance with KYC, AML, RBI guidelines, and internal bank policies.
• Achieve monthly, quarterly, and annual business targets across account sourcing, trade assets, TFX income, and CASA value.

Key Performance Indicators (KPIs)

• Number of Trade Current Accounts sourced.
• Trade Account Activation Rate.
• Current Account Value / Average Balance (ABV).
• Trade & Forex (TFX) Income generated.
• Trade Asset Book sourced.
• Customer acquisition and portfolio growth.
• Cross-sell ratio and customer retention.

Preferred Qualifications

• Graduate/Postgraduate in Commerce, Finance, Business Administration, or a related field.
• 2 to 8 years of experience in Trade Finance, Corporate Banking, Transaction Banking, or Relationship Management.
• Strong understanding of Trade Finance products, Forex, Current Accounts, and Working Capital solutions.
• Excellent relationship management, sales, negotiation, and communication skills.