Trade Relationship Manager - Top Bank

GIPS Consultancy; Lucknow; On-site; INR 600,000 - 1,200,000; Full time

Job summary

GIPS Consultancy is seeking a Relationship Manager in Lucknow to drive growth in current accounts and trade forex for a leading bank.

The role focuses on client acquisition and retention, cross-selling products like working capital facilities, OD, and payment gateway solutions, while adhering to KYC/AML guidelines.

Qualifications

• UG: Any Graduate with relevant BFSI experience.
• Knowledge of trade finance and forex products.
• Experience with KYC/AML guidelines.
• Focus on client acquisition and retention.
• Ability to achieve trade and FX revenue targets.

Responsibilities

• Deliver trade and FX revenue targets.
• Acquire and retain clients.
• Cross-sell working capital, OD, POS payment gateway.
• Ensure compliance with KYC/AML guidelines.

Skills

Trade FX knowledge

CMS

KYC/AML guidelines

Client acquisition

Revenue targets

Cross-selling

Working Capital

Payment gateway

Current accounts

Education

Any Graduate

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