About the role
Job Requirements
Job Requirements Role/Job Title - Trade and Fx Counsellor Place of work - Mumbai - Business - Retail Banking Function/ Department - Branch Banking 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 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 Qualifications Graduate - Any Post Graduate - Finance (MBA preferred) Experience Minimum Number of Years - 12+ years of relevant branch banking experience Industry - BFSI Functional Area - Retail Banking
Not the right fit? Search for Trade & Fx Counsellor jobs in Delhi, Ontario, Canada
About IDFC FIRST Bank
Never share your password, OTP, UPI Pin, CVV etc with anyone.
Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store. Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility. Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Similar Jobs
About the role
Job Requirements
Job Requirements Role/Job Title - Trade and Fx Counsellor Place of work - Mumbai - Business - Retail Banking Function/ Department - Branch Banking 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 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 Qualifications Graduate - Any Post Graduate - Finance (MBA preferred) Experience Minimum Number of Years - 12+ years of relevant branch banking experience Industry - BFSI Functional Area - Retail Banking
Not the right fit? Search for Trade & Fx Counsellor jobs in Delhi, Ontario, Canada
About IDFC FIRST Bank
Never share your password, OTP, UPI Pin, CVV etc with anyone.
Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store. Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility. Creating a new-age, ethical and world-class institution for India is a privilege for its employees.