:

Role/Job Title

Trade and Fx Counsellor

Place of work

Mumbai

Geographic Coverage
Business

Retail Banking

Function/ Department

Branch Banking

Organizational Relationships

Supervisor Title & Grade

Cluster Head

Scope & Size

Direct Reports In Direct Reports

Stake Holder Network

Internal Stakeholders

Retail Ops, Product Teams - Assets & Liabilities, Marketing, Risk, IT & Digital teams, HR

External Stakeholders
Peers within functions

Peers in other functions

Nature of contribution

Direct

Scope of contribution

Revenue

Job Purpose

(Describe the contribution of the Job to the Organization & Functional unit in max 2 or 4 lines)

The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.

Roles & Responsibilities

Key / Primary Responsibilities of the Role - List the primary deliverables
Drive product & marketing initiatives launched by central product team




Meet and service trade related queries & requirement of clients by liaising with Ops/product/central team
Drive product & marketing initiatives launched by central product team;
Responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported
Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value
Support team in achieving customer acquisition plan
Joint and independent call with (sales team) RH, BM, SM & SOs
Undertake training of 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

Secondary Responsibilities - List the deliverables other than primary, but essential for the role
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 about Trade and Fx transactions

Managerial & Leadership Responsibilities - (if applicable)

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📌 Idfc First Bank Trade & Forex / Sales Manager / Gujarat Gandhinagar
🏢 Acura Solution
📍 Gandhinagar