- Drive sales of foreign currency notes, forex cards, travel cards and other foreign exchange products.
- Identify and acquire current 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.
- Good 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.
- Proficiency in MS Office and sales reporting.
📌 Forex Executive - Frontline Sales (Chennai)
🏢 Talent Capital Services Chennai
📍 Chennai
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