1. Increase trade & Trade & Fx penetration
2. Increase of Trade & Trade & Fx revenue
3. Support Large Corporate RMs for scoping market for Trade & Fx products including Structured Deals
4. Close coordination with treasury/dealing room for booking Trade & Fx rates and completion of transaction.
- Ensure Trade & Fx penetration in potential Large Corporate clients.
- Ensure revenue generation as per budget from Trade & Fx clients.
- Identify prospect from existing Customer for Trade & Fx penetration and increase product penetration.
- Provide guidance to RMs in terms of scoping the market for Trade & Fx intensive clients to be acquired as New to Bank Clients (NTB)
- Regularly meet Trade & Fx clients, both existing & potential, along with RMs and help in NTB acquisition by preparing client specific USP/pitch points.
- Regularly monitor Trade & Fx flows and ensure those to be in line with Client potential/commitment to route through us.
- Coordinate closely with Treasury & Corporate Branches to ensure all Trade & Fx transactions happen at the agreed rates and if possible do the trending.
- Structured Trade Finance and Solutioning including Supply Chain Financing
- Work towards maximization of EEFC balances.
- Wallet and Account Planning
- Closure of Regulatory O/s
Qualification: Graduate/Post Graduate
Experience: 14 to 18 years
Skills Required
- Graduate or Postgraduate degree
- 14-18 years of experience in corporate banking or Trade & FX sales
- Deep knowledge of Trade Finance and FX products, including structured deals
- Experience in Large Corporate relationship management and NTB acquisition
- Ability to coordinate closely with Treasury/dealing room for pricing and bookings
- Experience with Supply Chain Financing and Structured Trade Finance solutioning
- Capability in wallet and account planning and revenue generation against budgets
- Experience managing EEFC balances and monitoring Trade & FX flows
- Ability to prepare client-specific USPs/pitches and support RMs in client meetings
- Experience in closing regulatory outstanding items related to corporate clients
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.
