Job highlights

- 2-5 years experience in Trade, Forex, and Transaction Banking sales with strong business development skills
- Acquire new trade accounts, manage trade book, drive revenue from Forex and Trade Finance fees, generate MSME lending leads, ensure compliance and onboard customers

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).
- Strong communication skills

Key Responsibilities

- Acquire new 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%).
- Solid 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