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 Ambala
🏢 IDFC FIRST Bank
📍 Ambala