Role/ Job Title: Trade & FX Counsellor

Function/ Department: Branch Banking

Role Overview
Sales-oriented and incentive-based profile.
Preference for candidates who are currently working and residing in the target city (Ghaziabad / Noida/ Saharanpur).
Robust communication skills

Key Responsibilities
Acquire current Trade Accounts per month through self-sourcing.
Manage and grow the existing trade book through regular customer engagement and relationship management.
Drive revenue generation from branch-mapped customers through:
Transactional Foreign Exchange (Forex)
Trade Finance Fees
Manage multiple branches to drive business acquisition.
Generate BBG/MSME lending lead per month.
Ensure adherence to all regulatory and compliance requirements.




Onboard customers in line with bank policies and compliance standards.

Ideal Candidate Profile
Relevant experience: 2 to 5 years (flexibility of 5%).
Robust background in Trade, Forex, and Transaction Banking sales.
Proven track record in business development and revenue generation.
Comfortable working with targets and incentives.

Assessment Areas
Trade and Forex product knowledge.
Existing client portfolio and business acquisition capability.
Branch engagement and relationship management experience.
Lead generation and cross-sell capabilities.
Regulatory and compliance understanding.
Communication and presentation skills.

📌 Trade & Fx Counsellor Noida
🏢 IDFC FIRST Bank
📍 Noida