Sales Forex Products

FXpertise Solution; Kolkata District; On-site; INR 300,000 - 600,000; Full time

Job summary

FXpertise Solution in Kolkata offers a full-time on-site Sales Forex Products role. You will engage with customers to understand requirements for outward remittances, prepaid forex cards, international SIM cards, travel insurance, and corporate forex solutions.

Responsibilities include generating leads, presenting products, and closing sales while coordinating with operations and compliance to ensure timely service.

Qualifications

• Strong sales and business development skills; ability to generate leads, manage pipelines, and close deals.
• CRM and office software proficiency for tracking interactions.
• Understanding of forex products and services such as outward remittances and multi-currency cards.
• Willingness to work on-site in Kolkata and collaborate with sales, operations, and compliance.
• Bachelor’s degree preferred; relevant sales or financial services experience is an advantage.

Responsibilities

• Generate leads and build a robust sales pipeline.
• Conduct product presentations and provide accurate information on rates and regulatory requirements.
• Close sales while maintaining strong customer relationships.
• Coordinate with internal operations and compliance to ensure smooth processing and timely service delivery.
• Monitor market trends, follow up on inquiries, and contribute to achieving individual and team sales targets.

Skills

Lead generation

CRM skills

Forex product knowledge

Regulatory knowledge

Communication skills

On-site work

Time management

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

CRM tools

MS Excel

Job description

Company Description

FXpertise Solution is an RBI-authorized financial services provider focused on simplifying international currency exchange and cross-border money transfers. Serving over 10 million users, the company offers outward remittance services for education and other needs, multi-currency prepaid forex cards, international SIM cards, travel insurance, and corporate foreign exchange solutions. FXpertise Solution combines advanced technology with bank-grade security to deliver seamless, reliable experiences. With a commitment to transparent, mid-market rates and no hidden margins, the organization empowers individuals and businesses to move money globally with confidence and clarity.

Role Description

This is a full-time, on-site Sales Forex Products role based in Kolkata. The individual in this position will actively engage with prospective and existing customers to understand their requirements for outward remittances, prepaid forex cards, international SIM cards, travel insurance, and corporate forex solutions. Daily responsibilities include generating leads, conducting product presentations, providing accurate information on rates and regulatory requirements, and closing sales while maintaining strong customer relationships. The role involves coordinating with internal operations and compliance teams to ensure smooth transaction processing and timely service delivery. The Sales Forex Products professional will also monitor market trends, follow up on inquiries, and contribute to achieving individual and team sales targets.

Qualifications

• Strong sales and business development skills, with the ability to generate leads, manage pipelines, and close deals.
• Customer relationship management capabilities, including clear communication, active listening, and a consultative approach.
• Understanding of forex products and services, such as outward remittances, multi-currency cards, and basic regulatory concepts (e.g., LRS, TCS).
• Proficiency in using CRM tools, spreadsheets, and standard office software to track leads, sales, and customer interactions.
• Ability to work in a fast-paced, target-driven environment with strong organizational and time management skills.
• Bachelor’s degree in Business, Finance, Commerce, or a related field preferred; relevant sales or financial services experience is an advantage.
• Comfort interacting with diverse customer groups, including students, families, travelers, and corporate clients.
• Willingness to work on-site in Kolkata and collaborate closely with colleagues across sales, operations, and compliance.