· Drive sales of foreign currency notes, forex cards, travel cards and other foreign exchange products. · Identify and acquire new customers through walk-ins, referrals, corporate leads and field sales activities.
· Generate leads and convert prospects into business opportunities.
· Achieve monthly sales targets and revenue objectives.
· Promote cross-selling and upselling of forex products and services.
1. Customer Relationship Management
· Understand customer requirements related to international travel, foreign currency and remittances. · Provide suitable forex solutions based on customer needs.
· Build and maintain strong relationships with individual, corporates and wholesale customers.
1. Operations & Compliance
· Coordinate forex transactions, documentation and customer verification. · Ensure compliance with RBI/FEMA guidelines,
KYC and AML requirements.
· Maintain accurate transaction records and sales reports.
· Ensure adherence to company policies and regulatory procedures.
1. Market Development
· Identify potential business opportunities in the local market. · Develop relationships with Travel Agents, Educational Consultants, Corporates, Wholesale Dealers, Banks and other referral partners.
· Participate in promotional campaigns and customer acquisition initiatives.
Desired Candidate Profile
· 0–4 years of experience in frontline sales, preferably in Foreign Exchange, Banking, Financial Services, Travel or Retail.
· Valuable knowledge of foreign currencies, forex cards and international travel-related financial products.
· Strong communication, negotiation and interpersonal skills.
· Good customer handling and relationship management skills.
· Basic knowledge of KYC, AML and forex regulatory requirements.