Job Description
The Trade Desk Manager plays a critical role in managing trade and forex operations across assigned branches. This position ensures timely and compliant processing of trade transactions while delivering superior customer service. The role involves close coordination with branch teams, trade operations, product, and compliance units to facilitate smooth execution of trade-related activities. The ideal candidate will possess strong regulatory knowledge and operational expertise to support complex transactions and client servicing.
Key Responsibilities
Primary Responsibilities
• Review and process trade documents submitted by branches as the first level of scrutiny.
• Ensure timely and accurate execution of all trade and forex operations for assigned branches.
• Verify that transactions comply with RBI, FEMA guidelines, and internal bank policies.
• Manage exceptions, track transaction status, and resolve queries or discrepancies raised by the trade processing unit.
• Handle client complaints efficiently and ensure resolution within defined turnaround times (TAT).
• Engage proactively with key clients to address important matters and enhance service delivery.
• Maintain a strong understanding of RBI & FEMA regulations and UCPDC standards.
• Coordinate with internal stakeholders such as trade processing, product, and compliance teams to ensure timely transaction processing.
Secondary Responsibilities
• Support the monitoring team in following up with clients for regulatory documentation and outstanding items.
• Handle documentation for complex transactions coordinate follow-ups with branches and trade processing units.
Key Responsibilities
Primary Responsibilities
• Review and process trade documents submitted by branches as the first level of scrutiny.
• Ensure timely and accurate execution of all trade and forex operations for assigned branches.
• Verify that transactions comply with RBI, FEMA guidelines, and internal bank policies.
• Manage exceptions, track transaction status, and resolve queries or discrepancies raised by the trade processing unit.
• Handle client complaints efficiently and ensure resolution within defined turnaround times (TAT).
• Engage proactively with key clients to address important matters and enhance service delivery.
• Maintain a strong understanding of RBI & FEMA regulations and UCPDC standards.
• Coordinate with internal stakeholders such as trade processing, product, and compliance teams to ensure timely transaction processing.
Secondary Responsibilities
• Support the monitoring team in following up with clients for regulatory documentation and outstanding items.
• Handle documentation for complex transactions coordinate follow-ups with branches and trade processing units.
💡 Quick Summary
Seeking a career-building opportunity? The Trade Desk Manager position is now open for candidates interested in the Bank Jobs sector. This role in Pune offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.