Trade Desk Manager
IDFC FIRST Bank
Date: 2 weeks ago
City: Thāne, Maharashtra
Contract type: Full time

Job Requirements
Job Requirements
Role/ Job Title: Trade Desk Manager
Function/ Department: Branch Banking
Job Purpose
Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate with branches, trade operations, product and compliance teams to process trade transaction effectively for superior customer service.
Roles & Responsibilities
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Job Requirements
Role/ Job Title: Trade Desk Manager
Function/ Department: Branch Banking
Job Purpose
Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate with branches, trade operations, product and compliance teams to process trade transaction effectively for superior customer service.
Roles & Responsibilities
- Review and process the trade documents submitted by branches as the first level of scrutiny
- Ensure timely and accurate processing of all Trade and Forex operations for assigned branches
- Ensure transaction complies with all the regulatory requirements under the current RBI and FEMA guidelines in addition to the banks internal policies and procedures
- Exception management, tracking transaction status and timely resolution of queries/ discrepancy raised by trade processing unit
- Ensure all complaints received from clients are handled appropriately and provide resolution within TAT
- Meeting with Key clients and proactively engage with customers on all important matters
- Good understanding of RBI & FEMA regulations and UCPDC
- Internal stakeholder’s co-ordination such as trade processing unit, product team, compliance unit, etc. to ensure TAT
- Monitor and handling back office related activities of branches in an efficient manner
- Assist in transactional regulatory checks as required
- Assist the monitoring team in following up for regulatory outstanding with clients as required
- Handling documentation related to complex transactions such as capital accounts transactions and related follow ups with branches and trade processing unit
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
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