V

SM-EXIM_ Bank

Delhi ₹5-12 LPA Posted 29 Jul 2025

FULL TIME

Trade Finance

Risk Assessment

Supply Chain

customs regulations

To identify and acquire new EXIM CA customers in the identified segment and reference generation from the specified catchment
To identify and acquire new product/ program eligible CA in the identified segment and reference generation from the specified catchment
To drive activation and income generation from Trade and Forex line of business in tandem with Subject Matter Experts
To achieve daily/ weekly/ monthly customer acquisition target
To support in building incremental CA values in self-sourced base
To ensure initial customer handholding & M+3 activation (Right advice to customer for product and documentation, opening a/c within TAT, familiarize customers with branch service RM and processes, monitor welcome kit delivery and follow up for repeat funding and use of account for business transactions)
To ensure digital onboarding and activation on the banks key digital platforms (CNB, Smart Trade, IRIS, etc.)
To attract new-to-bank qualified customers in consistence with the Bank's business strategy
To assist the Business Relationship Leader in catchment mapping & scoping exercise and provide regular feedback to BRL / BBL on opportunities / customer needs / competition benchmarking
To ensure required level of service for in-coming customers, to consult customers on credit and banking productsRole & responsibilities