Job Title: Trade & Forex Specialist – Regional Business Unit

Summary:

The Trade & Forex Specialist serves as the primary point of contact for all trade-related financial products—including Forex, cross-border, and domestic transactions—within the assigned region or branch network. This individual contributor role plays a critical part in driving trade relationship growth, delivering specialized forex services, and supporting branch banking objectives. The incumbent is responsible for achieving revenue targets, enhancing customer satisfaction, and ensuring operational excellence across the trade product suite. By acting as a subject matter expert, the role enables sales teams to effectively engage clients, drives product adoption, and contributes to strategic business growth through data-informed insights and process improvements. Success in this role directly impacts branch performance, customer retention, and overall market competitiveness.

Responsibilities:
- Execute product and marketing initiatives launched by the central product team across assigned branches.




- Collaborate with sales teams (RH, BM, SM, SOs) through joint and independent client calls to drive customer acquisition and retention.
- Achieve income and foreign currency throughput targets for trade and Forex products within assigned branches.
- Serve as the primary liaison for client trade-related queries, coordinating with operations, product, and central teams for timely resolution.
- Manage portfolio quality by monitoring digital activation, product penetration, average monthly balance, and desired value metrics.
- Provide expert training and guidance to sales and relationship teams on trade and forex products and processes.
- Cultivate and maintain robust relationships with individual and corporate clients to enhance long-term engagement.
- Ensure customer-centric operations by meeting delivery and service quality standards across all touchpoints.
- Analyze competitor strategies and gather cus

📌 Trade & Fx Counsellor - Branch Banking (Delhi)
🏢 Mintskill HR Solutions
📍 Delhi