Job Title

Sales Manager- Trade & Forex

Grade

Sr. Manager / AVP / DVP/As per fitment

Department

Branch & Business Banking

Location

Eligibility

Minimum experience of 4 to 6 years in Trade and foreign Exchange business managing MSME and SME clients / similar experience, over all experience can be higher.

Reporting To

Regional Product Head - Trade & Foreign Exchange, Branch and Business Banking.

1. Deliver planned Trade and FX revenues and NTB acquisition rom allocated Branches, Program relationship Teams – Insignia, Signature, Aspire Business Banking & Retail assets team by executing the defined strategy and business model. Ensure delivery of promise to the clients & lead product and process management of Trade and FX.
2. Create compelling propositions targeted at chosen verticals and segments in respective zone and region to acquire, maintain, retain and build TFX portfolio. Focus on enhancing width and breadth of portfolio
3. Partner Zonal management to develop and deliver financial budgets ,support and oversee execution and streamline Trade and FX product execution ,control processes in line with policy and servicing capability
4. Identify and minimise potential risks across operations, compliance including Anti money laundering.

Sr.

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

1

Product Sales and Management

· Deliver Trade and FX revenues as per financial targets.

· Execute and deliver Product and Processes to improve the productivity of mapped teams and branches

· Create and drive initiatives . lead and develop exclusive and enhanced product proposition for niche client segments through vertical approach strategy

· Own and deliver client coverage for TFX clients, to deepen engagement, continued risk profiling

· Manage Trade and FX analytics, and provide inputs and insights to mapped teams and Branches

· Create and drive initiatives to Cross Sell & Up Sell ,right acquisition, retain and deepen TFX Clients

· Competition tracking, benchmarking and future trends spotting.

· Manage the overall performance and the day to day execution to ensure optimum utilisation of resources, reducing costs/ increasing productivity and maximising value to our customers.

· Effectively contribute towards regional change and transformation programs . Actively lead and participate in local and zonal initiatives

· Partner with the Head of the department in driving the strategic initiatives

2

Customers/stakeholder: Relationship/feedback

· Develop and maintain relationships with all Stakeholders in the Zone as well as centrally– Operations, Treasury , FX sales, Central trade ops , compliance and other product and service teams

· Actively engage with the Business – Sales & Product. Develop a business partner relationship.

· Develop and maintain engagement with Zonal management teams. Actively engage, partner and drive changes. Provide support whenever required

· Develop and deliver continuous engagement tools with customers

3

Compliance and operational risk

· Continuously increase Compliance alertness through interaction with staff, training & implementation of automated tools. Ensure complete adherence to various compliance related guidelines and programs

· Minimising the operational risk audit issues.

· Ensuring that complex and changing compliance requirements are met by improving compliance knowledge in the team, target becoming a centre of expertise

4

Service Quality

· Ensure optimum utilisation of capital resources, thereby reducing costs/ increasing productivity and maximising value to customers.

· Deliver transactions in agreed timeframes, as per SLAs, Suggest Improvements in quality of processing, reduce errors.

· Develop and build a business partner approach with in operations, product and branch teams

· Imbibe a culture of Continuous Improvement.

Skill and behavioural competencies

Attribute

· Target orientation and focus

· Leadership & people management skills

· Communicating Vision and priorities and influencing skills.

· Role modelling behavioural norms, especially collaboration and openness.

· Behavioural Competencies - persuasiveness, decisiveness, problem solving, negotiating and networking skills, out of the box thinking and energetic.

· Passionate about the organisation, its strategy and goals