Area Manager-TFX_Trade &
Forex Sales
Responsible for the achievement of Trade &
FX targets assigned to the branches/channels
Takes care of about 6 – 12 branches and mostly aligned with ABM of branch banking, OR, a particular business segment (like Privy, Wealth, WCG, CorpSal etc)
Identifies the TFX opportunities in the assigned catchment / segment
Regularly interacts with the branches / channels and presents the analysis of stock, market intelligence
Identifies the training needs and puts the capability building plan in place
Gathers the gather market information / competition trends to facilitate product developments / improvements by H O Product team
Monitors the services standards/TAT and fixes the gaps, if any, by taking up with H.O
Responsible for the quality of the accounts and compliance issues
Ensures all customer queries/complaints, if any, are responded within the defined TAT




Ensures that the branches / channels are adhered to all processes & guidelines
Responsible for the channel / team’s productivity

Personality Traits &
Required Skills:
Should have the business acumen to spot the prospects and make a business case to penetrate the market by preparing catchment specific strategy
Ability to engage with various channels across Consumer Bank and leave a positive impact in every interaction
Must be an effective communicator. Need to have positive articulation skills
Should possess valuable analytical & presentation skills

Qualification
B.E/B.Tech &
MBA – the most preferred
CA – second preference
MBA is a must for the candidates, other than CA OR B.E/B.Tech

Experience Required &
Age Criteria
5 - 8 years of relevant experience, i.e., Trade &
Forex
Age Criteria : Upto 35 Years

📌 Area Manager Tfx Trade & Forex Sales Rajkot
🏢 Kotak
📍 Rajkot