Trade Relationship Manager - Top Bank

GIPS Consultancy; Ernakulam; On-site; INR 500,000 - 900,000; Full time

Job summary

GIPS Consultancy is seeking a Relationship Manager for Current Accounts and Trade Forex in a BFSI setting. The role focuses on acquiring and retaining clients, delivering FX revenue targets, and cross-selling Working Capital and payment gateway solutions.

The ideal candidate will have knowledge of trade and forex products, CMS processes, and KYC/AML guidelines, with exposure to corporate banking relationships.

Qualifications

• Knowledge of trade and forex products and revenue targets.
• Understanding CMS processes and KYC/AML guidelines.
• Experience in cross-selling trade and banking products to corporate clients.

Responsibilities

• Deliver trade and FX revenue targets and drive client acquisition and retention.
• Cross-sell products like Working Capital, OD, and payment gateway solutions.
• Maintain knowledge of Trade & Forex products and CMS/KYC/AML guidelines to ensure compliant sales.

Skills

Trade & Forex knowledge

KYC/AML guidelines

Working Capital

CMS

Education

Bachelor's degree or equivalent

Job description

Source high-value Trade FX current accounts
Cross-sell products: Working Capital, OD POS Payment Gateway LC/BG
Knowledge of Trade & Forex, CMS, Working Capital KYC/AML guidelines
Deliver trade and FX revenue targets, client acquisition, and retention

Role Category: BFSI, Investments & Trading - Other

Education

UG: Any Graduate

Key Skills

Skills highlighted with ‘‘ are preferred keyskills

Relationship Manager

Banking

Leading Bank

Relationship Manager - Current Accounts & Trade Forex

Relationship Manager-Current Account_Leading Bank