Trade Relationship Manager

Role Purpose

The Trade Relationship Manager is responsible for acquiring and managing trade-focused customers, driving trade business growth, increasing current account balances, generating Trade & Forex (TFX) income, and sourcing trade finance assets while delivering excellent

customer service.

Key Responsibilities

• Source and acquire new Trade Current Accounts of importers, exporters, manufacturers, and trading companies.
• Activate newly acquired trade accounts and ensure timely onboarding and transaction initiation.
• Drive growth in Current Account balances by increasing customer engagement and transaction volumes.
• Generate Trade & Forex (TFX) income through trade finance products, foreign exchange solutions, and cross-border banking services.
• Source Trade Assets including Packing Credit, Post Shipment Finance, Buyers' Credit, and other trade finance products.
• Build and maintain strong relationships with existing and prospective trade customers.
• Identify customer needs and provide customized trade and forex solutions.
• Work closely with Branch Banking, Trade Operations, and Product teams to ensure seamless customer service and faster deal execution.
• Ensure compliance with KYC, AML, RBI guidelines, and internal bank policies.
• Achieve monthly, quarterly, and annual business targets across account sourcing, trade assets, TFX income, and CASA value.

Key Performance Indicators (KPIs)

• Number of Trade Current Accounts sourced.
• Trade Account Activation Rate.
• Current Account Value / Average Balance (ABV).
• Trade & Forex (TFX) Income generated.
• Trade Asset Book sourced.
• Customer acquisition and portfolio growth.
• Cross-sell ratio and customer retention.

Preferred Qualifications

• Graduate/Postgraduate in Commerce, Finance, Business Administration, or a related field.
• 2 to 8 years of experience in Trade Finance, Corporate Banking, Transaction Banking, or Relationship Management.
• Strong understanding of Trade Finance products, Forex, Current Accounts, and Working Capital solutions.
• Excellent relationship management, sales, negotiation, and communication skills.