Functional Role: Acquisition Manager RTFx
Qualification: MBA or post graduate equivalent degree.
Relevant Experience: 2+ years of experience in Sales/Acquisition of RTFx Solutions.
Functional Competencies:
- Acquisition of Trade potential customers
- Activation of all NTB Trade potential customers on Trade transactions
- Continuous engagement with customers to ensure CASA and fee growth in such accounts.
Behavioral Competencies:
- Excellent Sales and Client management skills
- Should be self-driven and have good analytical skills.
- Good written and verbal communication skills.
- Good presentation and negotiation skills
Job Responsibilities:
Financial Responsibilities & Non-Financial Responsibilities:
- To Drive acquisition of Trade and Forex Business for the Location assigned.
- To generate fee through self-sourced acquisitions and ensuring YTD TFX fee & CASA budgets are achieved by the Channels (Liability & Assets).
- Responsible for income and FCY throughput target set for the TFX products for the respective branches/business being supported.
- Ensure in achieving NTB TFX customer acquisition plan for the Region.
- Make independent and joint calls to Clients with CA Sales team/Business and Branch Banking teams.
- Meet and service trade related queries & requirement of clients by liaising with Trade Ops/product/central team.
- Customer focus
- Ensuring Compliance pendency are cleared with in the timelines permitted by Regulators.
- Ensuring increase in utilization of Non fund (BG/LC/LCBD) limits sanctioned to clients by Asset verticals.
- Knowledge & subject matter expertise in domain is mandatory (RBI guidelines, FEMA & non-FEMA guidelines, AML/TBML, understanding of risk framework.
- Ring fencing basis business banking solutions and increasing product to customers.
Compliance & Risk Responsibilities
- To act as the first line of defense for the bank against fraud, financial crimes etc. and look for early warning signals.
- To ensure that the product Sales is in compliance with regulatory and internal policy requirements.