Trade & Fx Counsellor

IDFC FIRST Bank; Hyderabad; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

IDFC FIRST Bank is looking for a Trade & Fx Counsellor in Hyderabad to act as a pivotal point for trade-related products. The ideal candidate will have 5 to 10 years of relevant experience and will manage trade relationships, drive marketing initiatives, and ensure customer satisfaction. Responsibilities include servicing client queries, achieving foreign currency throughput targets, and training sales teams. If you excel in managing relationships and driving results, consider applying for this key role.

Qualifications

• 5 to 10 years of relevant experience in trade services.
• Ability to drive product marketing initiatives.
• Experience in managing customer-centric operations.

Responsibilities

• Drive product & marketing initiatives launched by the central product team.
• Service trade related queries & requirements of clients.
• Responsible for income and throughput targets for trade forex products.
• Support the team in achieving the customer acquisition plan.
• Train sales and relationship teams as a subject-matter expert.

Skills

Trade relationship management

Forex product knowledge

Customer service excellence

Stakeholder communication

Training and development

Education

Graduation: Any Graduate

Job description

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 the central product team
• Service trade related queries & requirements of clients by liaising with operations, product and central teams
• Responsible for income and foreign currency throughput targets set for the trade forex products for the respective branches/business
• Manage portfolio quality: digital activation, product penetration, average monthly balance, desired value
• Support the team in achieving the customer acquisition plan through joint and independent calls with the sales team
• Impart training to sales and relationship teams as a subject‑matter expert
• Cultivate relationships with individual and corporate customers
• Manage customer‑centric operations & ensure customer satisfaction by meeting delivery & service quality norms
• Evaluate growth strategy based on competitor analysis and feedback from different channels/customers
• Recommend process changes to improve service efficiency and quality across the branch network
• Regularly update stakeholders about trade and FX transactions

Job Requirements

Role/ Job Title: Trade & Fx Counsellor

Function/ Department: Branch Banking

Education Qualification: Graduation: Any Graduate

Experience: 5 to 10 years of relevant experience