Job Requirements Job Requirements Role Job Title Trade Fx Counsellor Function Department Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related forex cross border domestic etc products for the assigned region branches The role bearer would be responsible for acquiring and driving the trade relationship and providing forex related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives Roles Responsibilities Drive product marketing initiatives launched by central product team Service trade related queries requirement of clients by liaising with operations product central team Responsible for income and foreign currency throughput target set for the trade forex products for the respective branches business Manage the portfolio quality - digital activation product penetration average monthly balance desired value Support team in achieving customer acquisition plan through joint and independent call with sales team Impart training to sales and relationship team as subject matter expert Cultivate relationships with individual and corporate customers Managing customer centric operations ensuring customer satisfaction by achieving delivery service quality norms Evaluate the growth strategy based on competitor analysis and feedback from different channels customers Recommend process changes in order to improve service efficiency and quality across the branch network Regularly update stakeholders about Trade and Fx transactions Education Qualification Graduation Bachelor s in Engineering Technology Math s Commerce Arts Science Biology Business Computers Management Experience 10 to 18 years of relevant experience

📌 Trade & Fx Counsellor (Mumbai)
🏢 IDFC FIRST Bank
📍 Mumbai