Trade & Forex Counsellor - Mumbai (All)
- Idfc First Bank
- 5 - 10 years
- Mumbai
- 1 month ago
- Email to a friend
- Report this job
Job Description
Job Purpose:
The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.)
products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving
the trade relationship and providing Fx related services and support as an individual contributor or through
the branch team contributing to the larger branch banking channel objectives.
Roles & Responsibilities:
Key / Primary Responsibilities of the Role - List the primary deliverables
Drive product & marketing initiatives launched by central product team
Meet and service trade related queries & requirement of clients by liaising with Ops/product/central
team
Drive product & marketing initiatives launched by central product team
Responsible for income and FCY through-put target set for the TFX products for the respective
branches/business being supported
Manage the portfolio quality - digital activation, product penetration, AMB balance, desired value
Support team in achieving customer acquisition plan
Joint and independent call with (sales team) RH, BM, SM & SOs
Undertake training of 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
Secondary Responsibilities List of the deliverables other than primary, but essential for the role:
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 about Trade and Fx transactions
Key Success Metrics: Revenue, cost efficiencies
Job Classification
Industry: BankingFunctional Area / Department: Sales & Business Development,
Role Category: Retail & B2C Sales
Role: Retail Banking Sales
Employement Type: Full time
Contact Details:
Company: Idfc First BankLocation(s): Mumbai
Keyskills: Trade Sales Trade Forex Management Commercial Banking Transaction Banking Trade Finance Management
Idfc First Bank
About Capital First Limited: CFL is listed on BSE and NSE (Stock Code: CFL). The company provides Mortgage loans to SMEs against pledge of property, Gold Loans to retail customers, Consumer Durable Loans, Two wheeler loans, and senior secured Wholesale loans. During the last year the company expande...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in