1. Building Relationships : It is the most important duty of a Trade RM to build relationships with new customers and maintain with the existing ones. Because building stronger relationships with the customer allow a TRM to know about the customer more effectively.
2. Conducting Meetings : For proper communication with the customers or clients, a Trade Relationship manager is needed to schedule meetings as per clients convenience. It can be a remote or digital meeting and in-person as well. Usually, it is decided as per the clients comfort.
3. Management & Tracking : The management and monitoring are done by a TRM to identify new opportunities and optimize running projects. The TRM handles the clients portfolio to provide relevant financial growth suggestions.
4. Researching : A TRM Collects analyzes, and researches trade information to avoid industry risks. It is done to ensure future risks are in check and take appropriate action to minimize or eliminate them. Researching also helps in identifying new growth opportunities as per the industry trends.
5. Client Satisfaction : It is Trade Relationship Managers duty to ensure customer satisfaction and come up with relevant opinions in case a client faces any issue. Resolving customer issues and concerns is the top priority of a Trade Relations Manager.
Skills Required
Customer Relationship Management, Risk Assessment
Acquisition Manager • Chennai