The Role
Drive forex penetration and revenue among SME clients by supporting RMs to identify and acquire forex-intensive NTB clients, coordinating with Treasury for rate booking and transactions, monitoring forex flows and EEFC balances, and collaborating with retail sales to maximize forex-related liabilities and revenue.
Summary Generated by Built In
1) Increase forex penetration
2) ncrease of forex revenue
3) Support SME RMs for scoping market for Forex products
4) Close coordination with treasury/dealing room for booking forex rates and completion of transaction
Responsibilitiesi. Ensure forex penetration in potential SME clients
ii. Ensure revenue generation as per budget from forex clients
iii. Identify prospect from existing Customer for forex penetration
iv. Provide guidance to RMs in terms of scoping the market for forex intensive clients to be acquired as New to Bank Clients (NTB)
v. Regularly meet forex clients, both existing & potential, along with RMs and help in NTB acquisition by preparing client-specific UPS/pitch points
vi. Regularly monitor forex flows and ensure those to be in line with Client potential/commitment to route through us
vii. Coordinate closely with Treasury & Corporate Branches to ensure all forex transactions happen at the agreed rates
viii. Closely work with Retail Sales team to acquire liability accounts that are high on forex flows and ensure forex revenue maximization
ix. Work towards maximization of EEFC balances
QualificationsExperience Range : 5 to 12 Years
Qualifications :
Graduate (Any Specialisation)
Post Graduate (Any Specialisation)
Skills Required
- Experience Range: 5 to 12 years
- Graduate (Any Specialisation)
- Post Graduate (Any Specialisation)
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The Company
What We Do
CSB is a full service bank established in 1920 and headquartered in Thrissur, Kerala. CSB has over 703 branches covering not just the district headquarters and large towns but also semi-urban and rural centers. Thanks to its unique origin and history, CSB is considered a household banking brand in Kerala. CSB offers Retail, Wholesale and SME Banking services through its footprint of over 703 branches across the country serving over 2 million customers.
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