Trade & Fx Counsellor
IDFC FIRST Bank
Date: 10 hours ago
City: Mumbai, Maharashtra
Contract type: Full time

Job Requirements
Job Requirements
Role/ Job Title: Trade & Fx Counsellor
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 assigned region/branches. The role bearer would be responsible for acquiring and driving the trade relationship and providing forex related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.
Roles & Responsibilities
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 10 to 18 years of relevant experience
Job Requirements
Role/ Job Title: Trade & Fx Counsellor
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 assigned region/branches. The role bearer would be responsible for acquiring and driving the trade relationship and providing forex related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.
Roles & Responsibilities
- Drive product & marketing initiatives launched by central product team
- Service trade related queries & requirement of clients by liaising with operations/product/central team
- Responsible for income and foreign currency throughput target set for the trade forex products for the respective branches/business
- Manage the portfolio quality - digital activation, product penetration, average monthly balance, desired value
- Support team in achieving customer acquisition plan through joint and independent call with sales team
- Impart training to 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
- 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 stakeholders about Trade and Fx transactions
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 10 to 18 years of relevant experience
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Data Centre Engineer
Dixit Infotech Services Pvt. Ltd.,
Mumbai, Maharashtra
4 hours ago
Datacenter OperationVMWare and server Capacity / Performance ReportsTotal, Used and Available CapacityNo. of VMs Added / DeletedPerformance hotspotsStorage / Back up Capacity/Performance ReportsTotal, Used and Available Capacity – by site.Capacity/Performance Issues that need to be addressed.Backup & Replication - Success / Failure.

Manager - Product (Ads)
Dream11,
Mumbai, Maharashtra
1 week ago
Product Management @Dream11:The Product team is at the forefront of Dream11's user-first approach, with a single-minded focus towards building a scalable fantasy sports platform that makes every game exciting for all sports fans. From analysing consumer and industry trends to conceptualising features and strategy roadmaps, the Dream11 Product team facilitates cross-functional collaboration to develop innovative solutions that drive retention and...

F&B Executive
St. Regis Hotels & Resorts,
Mumbai, Maharashtra
1 week ago
Additional InformationJob Number25103363Job CategoryFood and Beverage & CulinaryLocationThe St. Regis Mumbai, 462, Senapati Bapat Marg, Mumbai, Maharashtra, India, 400013VIEW ON MAPScheduleFull TimeLocated Remotely?NPosition Type Non-ManagementPosition SummaryEnsure staff is working together as a team to ensure optimum service and that guest needs are met. Inspect grooming and attire of staff, and rectify any deficiencies. Complete opening and closing duties including setting...
