Trade And Fx Counsellor

IDFC FIRST Bank; Vapi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

IDFC FIRST Bank in Gujarat seeks a Trade & Fx Counsellor to serve as the single point of contact for all trade products in the region. You will drive forex services, liaise with operations, and support the branch team to grow trade relationships and achieve revenue targets.

The role emphasizes deep product knowledge in forex, cross-border and domestic trade, with seniority to train and guide sales/relationship staff. Strong relationship-building and customer-focused operations are required.

Qualifications

• 10 to 18 years of relevant experience.
• Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management.

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

Skills

Relationship management

Training delivery

Sales support

Forex knowledge

Education

Bachelor’s in Engineering/Technology/Commerce/Arts/Science

Job description

Job Description:

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

Education Qualification:

Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience:

10 to 18 years of relevant experience