Trade Desk Manager at IDFC FIRST Bank

Job Description

Job Requirements

About the Role

The Trade Desk Manager plays a critical role in managing trade and forex operations across assigned branches. This position ensures timely and compliant processing of trade transactions while delivering superior customer service. The role involves close coordination with branch teams, trade operations, product, and compliance units to facilitate smooth execution of trade-related activities. The ideal candidate will possess strong regulatory knowledge and operational expertise to support complex transactions and client servicing.

Key Responsibilities

Primary Responsibilities

Review and process trade documents submitted by branches as the first level of scrutiny.
Ensure timely and accurate execution of all trade and forex operations for assigned branches.
Verify that transactions comply with RBI, FEMA guidelines, and internal bank policies.
Manage exceptions, track transaction status, and resolve queries or discrepancies raised by the trade processing unit.
Handle client complaints efficiently and ensure resolution within defined turnaround times (TAT).
Engage proactively with key clients to address important matters and enhance service delivery.
Maintain a strong understanding of RBI & FEMA regulations and UCPDC standards.
Coordinate with internal stakeholders such as trade processing, product, and compliance teams to ensure timely transaction processing.

Secondary Responsibilities

Support the monitoring team in following up with clients for regulatory documentation and outstanding items.
Handle documentation for complex transactions coordinate follow-ups with branches and trade processing units.

What We Are Looking For

Education

Graduate in any discipline (Full time)

Experience

5 to years of relevant experience in trade and forex operations, preferably within branch banking.

Skills and Attributes

In-depth knowledge of trade finance, RBI & FEMA regulations, and UCPDC.
Strong analytical and problem-solving skills.
Fluent in English with excellent interpersonal abilities.
Ability to manage multiple stakeholders and coordinate across departments.
High attention to detail and commitment to compliance.
Customer-centric approach with a focus on service excellence.
Proficiency in handling documentation for complex financial transactions.

Frequently Asked Questions

What are the eligibility criteria for the Trade Desk Manager job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-2 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Trade Desk Manager at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Trade Desk Manager at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 0-2 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Trade Desk Manager role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

Trade Desk Manager

IDFC FIRST Bank — Mumbai, MUMBAI