Job Title RTFX-Trade & Forex Sales Manager Business Unit Retail Trade and Forex Reporting To Area Sales Head / Territory Sales Head / Regional Sales Head Job Function and Role Type Sales / Product / Business Planning, Individual Contributor, Extensive Travel Required Version No 2.0 Job Purpose Sale of International Trade and Forex products to customers of mapped branches. Ensure compliance with FEMA, RBI, and other regulatory guidelines while maximizing revenue and customer satisfaction. Key Responsibilities Business Targets Ensure completion of business targets. New Customer Acquisition Conduct joint visits with branch staff to pitch RTFX products and perform due diligence for compliance. Activation of Existing Customers on RTFX Products Train branch staff and conduct joint visits to activate customers on RTFX products. Retention of Customers Availing RTFX Products Ensure seamless delivery, prevent poaching, and monitor compliance risks. Business Development Achieve RTFX income targets, activate portfolios, identify opportunities, and support marketing promotions. Maximising Revenue Negotiate pricing, rationalize customer-specific pricing, and promote forward cover solutions. Documentation & Approvals Guide customers on documentation, resolve deficiencies, and obtain approvals for deviations. Adherence to RTFX Desk Processes Meet scorecard objectives, achieve cross-sell targets, and close Trade Customer leads in CRM Next. Product Knowledge, Innovation and Providing Solutions Resolve complex transactions, address queries, and provide solutions for product/process/system issues. Risk Mitigation, Monitoring and Portfolio Quality Ensure regulatory compliance, report suspicious transactions, and follow up on submissions and recoveries. Audit & Compliance Monitor operations, utilize audit feedback, and train branches on improvements. Training and Capacity Building Identify knowledge gaps in branch staff and provide training. Education: MBA in Finance/Marketing. Certifications: CDCS, CITF, CTF. Key Competencies Analytical skills, communication skills, product knowledge, customer acquisition, compliance expertise. Major Stakeholders Customers, Branch Banking Team, Trade Operations, Treasury, Audit, Compliance, Credit & Market Risk.