The Trade & FX Specialist is responsible for achieving trade revenue as per approved KPIs and driving profitability and market penetration of existing products, including cross-selling FX, Insurance, and Secured TWC. This role involves formulating trade sales strategies with the business team for Trade Finance products and participating in sales calls to meet KPIs.
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Responsibilities
- Ensure a streamlined internal process for better customer experience and servicing of Business Banking customers while reducing turnaround time.
- Work closely with Operations, Legal, Business, Financial Institutions, and Risk teams to enhance customer service and ensure audit preparedness.
- Conduct thorough due diligence on KYC, Compliance, and AML, structuring deals according to client needs and ensuring compliance with AML/CFT policies.
- Attend Trade Product Training and Enhanced Due Diligence as applicable.
- Monitor productivity, portfolio, and profitability of the product for the segment, increasing customer penetration for sustained revenue growth.
- Coach and guide colleagues and peers, upskilling junior staff and new joiners in trade product knowledge and processes.
- Engage with clients to prevent complaints and ensure adequate knowledge of the Trade product range among front-line staff.
- Suggest feedback and inputs to the product team on campaigns based on analytics and assist in designing and developing new products.
Requirements
- Extensive knowledge of Trade Finance products and market dynamics.
- Strong analytical skills to monitor and optimize product performance.
- Excellent communication and interpersonal skills for effective collaboration with various departments and client engagement.
