Trade & Fx Counsellor
- Idfc First Bank
- 10 - 18 years
- Guwahati
- 3 months ago
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Job Description
Job RequirementsJob 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
Education Qualification:
Graduation: Bachelors in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 10 to 18 years of relevant experience
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Treasury & ForexRole: Forex DealerEmployement Type: Full timeContact Details:
Company: Idfc First BankLocation(s): Guwahati
Keyskills: sap fico implementation trade finance foreign currency foreign exchange gst augmented reality edi product costing forex sales sap s hana fx trade operations copa bank reconciliation sap fico asset accounting currency material ledger taxation cost center accounting idoc
Idfc First Bank
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