- Client Acquisition & Relationship Building
- Identify and onboard new customers (corporates, travel agents, students, exporters/importers, individuals traveling abroad).
- Maintain relationships with existing clients to ensure repeat forex business.
- Tie-up with travel agencies, educational consultants, hospitals, and corporates for regular forex needs.
- Product Promotion
- Promote the company's forex products:
- Currency notes & travelers cheque
- Prepaid forex cards Outward remittances under LRS (for education, medical, emigration, investments, etc.)
- Cross-sell other financial products (if permitted by RBI & company policy).
- Market Development
- Explore current markets such as student community, emigrants, business travelers, tourists.
- Conduct promotional activities, tie-ups, and marketing campaigns to increase visibility.
- Sales Targets & Reporting
- Achieve monthly/quarterly forex sales targets set by management.
- Maintain MIS reports of sales leads, conversions, and customer feedback.
- Monitor competitor pricing and update management.
- Customer Service Excellence Provide competitive rates and transparent service to build trust.
- Ensure fast turnaround in forex delivery and remittance services.
- Collect customer feedback to improve service quality
Interested candidate can share their profile on WhatsApp - (phone hidden)