Job Description
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: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 10 to 18 years of relevant experience
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: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
Experience: 10 to 18 years of relevant experience
💡 Quick Summary
Seeking a career-building opportunity? The Trade & Fx Counsellor position is now open for candidates interested in the Bank Jobs sector. This role in Ahmedabad 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.