Trade Relationship Manager, Mumbai

Job Purpose

To run initiatives in line with key objectives of the Trade management and support in order to attain the banks objective of business leadership.

Key Responsibility Areas :

Actionable

Trade Desk

1. Serve as one-point contact for all EEG Trade customers for the area.

2. Perform specific duties relating to customer's trade transactions and as required by team, and assist the team in overseeing the smooth flow of transactions through concerted efforts with RMs, Customers, Treasury, Trade Desks, Branches, Credit, OPS, and all other related Departments.

3. Servicing 200-350 Trade customers, with Approx 500 txn handled monthly basis. (Time consuming txns-LC /BG/BC/PC/FBD 7-8 txns a day, general txns DRUL query /Export / import/Rates 10-15 txns a day)

4. Customer Service/ solution manager; within the purview of the bank /Statutory guidelines and policies

5. Keeping track of Trade Income for EEG group

6. Timely and appropriate escalation of issues and suggest probable solution

7. Training/Guiding to new recruits /RMs

8. Proficiency in other non-system related banking activities including constant Update on the changes / developments across banking industry

9. Speed / effectiveness in resolution of customer complaints

Inward credits /Export Bill Credits

1. Daily inward report to be checked from portal /Branch /Trade desk

2. Coordinating with relevant treasury, customer and Branch for rates and system updation

Import / export transactions

1. Advising Documentation (can be taken Trade desk or self)

2. -For Rates, Coordinating with relevant treasury, customer and Branch

3. -Various Transactional approval (Advance /15CA/CB etc )

Letter of Credit / Bank guarantee

1. Requirement of limits / Margin details / Pricing /Customer, RM, Trade desk, CPUT contact details

2. Advising Documentation (can be taken Trade desk or self)

3. Queries/Issues Of customer with respect to txn .

4. Queries/Issues of Trade ops for txn .

5. Transactional approval (Business / credit)

6. Lien release for payment, coordination with business ops. , Branch /RM .

7. Rates from treasury

Packing Credit

1. Requirement of limits / Margin details/CAM / Pricing /Customer, RM, Trade desk Contact details

2. D&B check from Credit coordinator, Other Cam Conditions.

3. Advising Documentation can be taken Trade desk or self.

4. Queries/Issues Of customer with respect to txn .

5. Queries/Issues of Trade ops for txn .

6. Transactional approval (Business / credit )

SBLC/Buyers credit

1. Requirement of limits / Margin details/ Pricing /Customer, RM, Trade desk Contact details

2. Quotes for BC / Hedging approval as per CAM

3. Transactional approval (Business / credit)

4. Advising Documentation (can be taken Trade desk or self).

5. Queries/Issues Of customer with respect to txn .

6. Queries/Issues of Trade ops for txn .

7. Lien release for payment , coordination with business ops and Branch

DRUL/ Inland PO funding etc

1. Requirement of limits / Margin details/ Pricing /Customer, RM, Trade desk Contact details

2. -Advising Documentation (can be taken Trade desk or self ).

3. -Queries/Issues Of customer with respect to txn .

4. -Queries/Issues of Trade ops for txn .

5. -Transactional approval (Business / credit )