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 (Ahmedabad)
🏢 IDFC FIRST Bank
📍 Ahmedabad