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Trade and Forex Advisor
1 week ago
**Company Overview**
">IDFC FIRST Bank is a leading banking institution that offers a wide range of financial services to its customers. As a Trade & Fx Counsellor, you will play a crucial role in driving the bank's trade relationship and providing forex related services to individual and corporate customers.
">**Job Summary**
">We are seeking a highly skilled and experienced professional to join our team as a Trade & Fx Counsellor. In this role, you will be responsible for acquiring and driving trade relationships, providing forex related services and support, and contributing to the larger branch banking channel objectives.
">**Key Responsibilities**
">- Drive product and marketing initiatives launched by the central product team.
- Service trade-related queries and requirements of clients by liaising with operations/product/central team.
- Responsible for income and foreign currency throughput targets 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 the team in achieving customer acquisition plans through joint and independent calls with sales teams.
- Impart training to sales and relationship teams as a subject matter expert.
- Cultivate relationships with individual and corporate customers.
- Managing customer-centric operations and ensuring customer satisfaction by achieving delivery and service quality norms.
- Evaluate growth strategies 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.
**Required Skills and Qualifications**
">The ideal candidate should possess:
">- A Bachelor's degree in any field.
- At least 5-10 years of relevant experience in trade and forex management.
**Benefits**
">IDFC FIRST Bank offers a competitive salary and benefits package to its employees. The bank also provides opportunities for growth and development within the organization.
