RTFX-Trade Sales Manager

Location: Bangalore

Experience: 0 - 1 Years

Business Unit: Retail Trade and Forex

Job Type: Permanent

Openings: 1

RTFX-Trade & Forex Sales Manager

Retail Trade and Forex

Area Sales Head / Territory Sales Head / Regional Sales Head

Sales / Product / Business Planning, Individual Contributor, Extensive Travel Required

2.0

Sale of International Trade and Forex products to customers of mapped branches. Ensure compliance with FEMA, RBI, and other regulatory guidelines while maximizing revenue and customer satisfaction.

Ensure completion of business targets.

Conduct joint visits with branch staff to pitch RTFX products and perform due diligence for compliance.

Train branch staff and conduct joint visits to activate customers on RTFX products.

Ensure seamless delivery, prevent poaching, and monitor compliance risks.

Achieve RTFX income targets, activate portfolios, identify opportunities, and support marketing promotions.

Negotiate pricing, rationalize customer-specific pricing, and promote forward cover solutions.

Guide customers on documentation, resolve deficiencies, and obtain approvals for deviations.

Meet scorecard objectives, achieve cross-sell targets, and close Trade Customer leads in CRM Next.

Resolve complex transactions, address queries, and provide solutions for product/process/system issues.

Ensure regulatory compliance, report suspicious transactions, and follow up on submissions and recoveries.

Monitor operations, utilize audit feedback, and train branches on improvements.

Identify knowledge gaps in branch staff and provide training.

MBA in Finance/Marketing.

CDCS, CITF, CTF.

Analytical skills, communication skills, product knowledge, customer acquisition, compliance expertise.

Customers, Branch Banking Team, Trade Operations, Treasury, Audit, Compliance, Credit & Market Risk.