Trade & Fx Counsellor at IDFC FIRST Bank

Mumbai, maharashtra, India -

Full Time

Start Date

Immediate

Expiry Date

18 Sep, 26

Salary

0.0

Posted On

20 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Trade Finance, Foreign Exchange (FX), Retail Banking, Portfolio Management, Customer Acquisition, Relationship Management, Cross Border Transactions, Product Marketing, Financial Analysis, Stakeholder Management, Training and Mentoring, Competitor Analysis

Industry

Banking

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

Responsibilities

Act as the single point of contact for trade and FX products, driving income and FCY throughput targets for assigned branches. Responsibilities include managing portfolio quality, conducting client calls, and training sales teams as a subject matter expert.