Trade & Fx Counsellor

Job Description

Job Requirements

Job Requirements

Role/Job Title - Trade and Fx Counsellor

Place of work - Mumbai -

Business - Retail Banking

Function/ Department - Branch Banking

Job Purpose

The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade relationship and providing Fx related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.

Roles & Responsibilities

Key / Primary Responsibilities of the Role - List the primary deliverables

"- Drive product & marketing initiatives launched by central product team

- Meet and service trade related queries & requirement of clients by liaising with Ops/product/central team

- Drive product & marketing initiatives launched by central product team;

- Responsible for income and FCY through-put target set for the TFX products for the respective branches/business being supported

- Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value

- Support team in achieving customer acquisition plan

- Joint and independent call with (sales team) RH, BM, SM & SOs

- Undertake training of sales and relationship team as subject matter expert

- Cultivate relationships with individual and corporate customers

- Managing customer centric operations & ensuring customer satisfaction by achieving delivery & service quality norms

Secondary Responsibilities - List the deliverables other than primary, but essential for the role

"- Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers

- Recommend process changes in order to improve service efficiency and quality across the branch network

- Regularly update about Trade and Fx transactions"

Key Success Metrics

Revenue, cost efficiencies

Qualifications

Graduate - Any

Post Graduate - Finance (MBA preferred)

Experience

Minimum Number of Years - 12+ years of relevant branch banking experience

Industry - BFSI

Functional Area - Retail Banking

Frequently Asked Questions

What are the eligibility criteria for the Trade & Fx Counsellor job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 10-18 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Trade & Fx Counsellor 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 & Fx Counsellor at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 10-18 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 & Fx Counsellor 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.

IDFC FIRST Bank — Mumbai, MUMBAI