Job Title

RTFX-Trade & Forex Sales Manager

Business Unit

Retail Trade and Forex

Reporting To

Area Sales Head / Territory Sales Head / Regional Sales Head

Job Function and Role Type

Sales / Product / Business Planning, Individual Contributor, Extensive Travel Required

Version No

2.0

Job Purpose

Sale of International Trade and Forex products to customers of mapped branches. Ensure compliance with FEMA, RBI, and other regulatory guidelines while maximizing revenue and customer satisfaction.

Key Responsibilities

Business Targets

Ensure completion of business targets.

Current Customer Acquisition

Conduct joint visits with branch staff to pitch RTFX products and perform due diligence for compliance.

Activation of Existing Customers on RTFX Products

Train branch staff and conduct joint visits to activate customers on RTFX products.

Retention of Customers Availing RTFX Products

Ensure seamless delivery, prevent poaching, and monitor compliance risks.

Business Development

Achieve RTFX income targets, activate portfolios, identify opportunities, and support marketing promotions.

Maximising Revenue

Negotiate pricing, rationalize customer-specific pricing, and promote forward cover solutions.

Documentation & Approvals

Guide customers on documentation, resolve deficiencies, and obtain approvals for deviations.

Adherence to RTFX Desk Processes

Meet scorecard objectives, achieve cross-sell targets, and close Trade Customer leads in CRM Next.

Product Knowledge, Innovation and Providing Solutions

Resolve complex transactions, address queries, and provide solutions for product/process/system issues.

Risk Mitigation, Monitoring and Portfolio Quality

Ensure regulatory compliance,



report suspicious transactions, and follow up on submissions and recoveries.

Audit & Compliance

Monitor operations, utilize audit feedback, and train branches on improvements.

Training and Capacity Building

Identify knowledge gaps in branch staff and provide training.

Education:

MBA in Finance/Marketing.

Certifications:

CDCS, CITF, CTF.

Key Competencies

Analytical skills, communication skills, product knowledge, customer acquisition, compliance expertise.

Major Stakeholders

Customers, Branch Banking Team, Trade Operations, Treasury, Audit, Compliance, Credit & Market Risk.

Skills

Manage Trade Forex Sales and relationship Managment

About HDFC Bank

HDFC Bank is one of India’s leading private banks. The Housing Development Finance Corporation Limited or HDFC Ltd was among the first financial institutions in India to receive an “in principle” approval from the Reserve Bank of India (RBI) to set up a bank in the private sector. This was done as part of RBI’s policy for liberalization of the Indian banking industry in 1994. HDFC Bank was incorporated in August 1994 in the name of HDFC Bank Limited, with its registered office in Mumbai, India. The bank commenced operations as a Scheduled Commercial Bank in January 1995. As of March 31, 2026, the Bank’s distribution network was at 9,689 branches and 21,172 ATMs across 4,175 cities / towns as against 9,455 branches and 21,139 ATMs across 4,150 cities / towns as of March 31, 2025. 50% of the branches are in semi-urban and rural areas. In addition, the Bank has 14,400 business correspondents, which are primarily manned by Common Service Centres (CSC). The Bank’s international operations comprise five branch

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📌 RTFX-Trade Sales Manager (Chennai)
🏢 HDFC Bank
📍 Chennai