Relationship Manager-Trade forex

3 weeks ago


Jaipur, India Dream Solution Indore Full time

Roles and Responsibilities

Roles and Responsibilities

  • Sourcing Trade & Retail Forex customers from market. Essentially NON Credit Trade related customers.
  • Training frontlines attached to the respective branch.
  • Liaise with Respective Support Units, Branches for / and compliance related to Trade transactions
  • Handling Customer queries, resolutions providing, Capability presentation to the prospective clients, sharing value propositions, on job profile boarding the client.
  • Conducting Training and Promoting to the all segments and Maintain cordial Relationship with all of them
  • Responsibility includes Servicing Portfolio customers as well as branch.
  • Contacting. SME and Retail customers in order to develop new clientele for Trade
  • Executing documents, ensuring seamless and effective implementation of txns and enabling qualitative delivery of assured solutions.
  • Periodically meeting the acquired client to ensure proper servicing and to get deeper penetration and wallet share.
  • Demonstrating proficient customer management skills, effective planning and problem handling skills during Customer interactions of process and procedures.

Required Candidate profile

  • Ability to liaison with all internal customers to achieve the desired targets
  • Result oriented
  • Team work
  • Effective communication

With Warm Regards,

Swati Devray

Deputy Manager

Contact no

Email ID- 

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