Job Description
Job Requirements
Job Requirements
Role/ Job Title: Trade Desk Manager
Function/ Department: Branch Banking
Job Purpose:
Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate with branches, trade operations, product and compliance teams to process trade transaction effectively for superior customer service.
Roles & Responsibilities:
• Review and process the trade documents submitted by branches as the first level of scrutiny
• Ensure timely and accurate processing of all Trade and Forex operations for assigned branches
• Ensure transaction complies with all the regulatory requirements under the current RBI and FEMA guidelines in addition to the banks internal policies and procedures
• Exception management, tracking transaction status and timely resolution of queries/ discrepancy raised by trade processing unit
• Ensure all complaints received from clients are handled appropriately and provide resolution within TAT
• Meeting with Key clients and proactively engage with customers on all important matters
• Good understanding of RBI & FEMA regulations and UCPDC
• Internal stakeholder’s co-ordination such as trade processing unit, product team, compliance unit, etc. to ensure TAT
Monitor and handling back office related activities of branches in an efficient manner
• Assist in transactional regulatory checks as required
• Assist the monitoring team in following up for regulatory outstanding with clients as required
• Handling documentation related to complex transactions such as capital accounts transactions and related follow ups with branches and trade processing unit
Education Qualification:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 5 to 10 years of relevant experience
Job Requirements
Role/ Job Title: Trade Desk Manager
Function/ Department: Branch Banking
Job Purpose:
Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate with branches, trade operations, product and compliance teams to process trade transaction effectively for superior customer service.
Roles & Responsibilities:
• Review and process the trade documents submitted by branches as the first level of scrutiny
• Ensure timely and accurate processing of all Trade and Forex operations for assigned branches
• Ensure transaction complies with all the regulatory requirements under the current RBI and FEMA guidelines in addition to the banks internal policies and procedures
• Exception management, tracking transaction status and timely resolution of queries/ discrepancy raised by trade processing unit
• Ensure all complaints received from clients are handled appropriately and provide resolution within TAT
• Meeting with Key clients and proactively engage with customers on all important matters
• Good understanding of RBI & FEMA regulations and UCPDC
• Internal stakeholder’s co-ordination such as trade processing unit, product team, compliance unit, etc. to ensure TAT
Monitor and handling back office related activities of branches in an efficient manner
• Assist in transactional regulatory checks as required
• Assist the monitoring team in following up for regulatory outstanding with clients as required
• Handling documentation related to complex transactions such as capital accounts transactions and related follow ups with branches and trade processing unit
Education Qualification:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 5 to 10 years of relevant experience
💡 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 New Delhi 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.
