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2.0 - 4.0 years
4 - 6 Lacs
Nawanshahr
Work from Office
The Sales Executive The ideal candidate will have a strong background in Forex, Drive sales of forex products including remittances, foreign currency exchange, prepaid forex cards, and trade-related forex services. Identify and acquire new clients, including corporates, HNIs, and retail customers. Build and maintain relationships with banks, financial institutions, travel agencies, and corporates to generate leads. Develop and execute strategies to drive the growth of the Forex business in the Nawanshahr branch. Identify and explore new business opportunities, strategic partnerships, and market trends to expand the customer base and increase revenue. Conduct regular market analysis and competitor benchmarking to ensure a competitive edge.. Set and monitor branch-wise sales targets; ensure alignment with overall business objectives. Drive sales performance, ensuring a focus on achieving forex sales growth and increasing market share. Lead and mentor branch managers and sales teams to achieve individual and team targets. Promote digital forex platforms for seamless and secure user experience. Encourage mobile payment adoption to enhance customer convenience. Maintain accurate records of sales activities, customer interactions, and market intelligence, providing regular updates to management on sales progress and pipeline.
Posted 3 days ago
2.0 - 4.0 years
1 - 2 Lacs
Nawanshahr
Work from Office
The ideal candidate will be responsible for supporting daily operational activities at the Nawanshahr Branch. This role includes managing end-to-end forex transaction processes, providing customer support, ensuring compliance with regulatory guidelines, handling documentation, and coordinating with internal teams. The candidate should have prior experience in the foreign exchange or financial services sector, with a solid understanding of RBI regulations, standard operational protocols, and customer service best practices. Execute day-to-day forex operations including foreign currency sale/purchase, remittances, and prepaid card handling. Handle customer walk-ins and assist them with forex-related queries and transactions. Ensure accurate billing, voucher preparation, currency counting, and system entry for each transaction. Maintain and verify customer KYC documentation as per RBI/AML norms. Coordinate with the central compliance team to ensure regulatory and audit requirements are met. Support the branch in inventory management, including cash balancing, physical currency stock, and card issuance. Liaise with banks, FFMCs, and internal departments for transaction execution and reporting. Prepare and maintain daily MIS, transaction logs, and operational reports for audit and compliance purposes. Escalate customer concerns or irregularities to senior team members for prompt resolution.
Posted 3 days ago
2.0 - 4.0 years
2 - 3 Lacs
Phagwara
Work from Office
The ideal candidate will be responsible for supporting daily operational activities at the Phagwara Branch. This role includes managing end-to-end forex transaction processes, providing customer support, ensuring compliance with regulatory guidelines, handling documentation, and coordinating with internal teams. The candidate should have prior experience in the foreign exchange or financial services sector, with a solid understanding of RBI regulations, standard operational protocols, and customer service best practices. Execute day-to-day forex operations including foreign currency sale/purchase, remittances, and prepaid card handling. Handle customer walk-ins and assist them with forex-related queries and transactions. Ensure accurate billing, voucher preparation, currency counting, and system entry for each transaction. Maintain and verify customer KYC documentation as per RBI/AML norms. Coordinate with the central compliance team to ensure regulatory and audit requirements are met. Support the branch in inventory management, including cash balancing, physical currency stock, and card issuance. Liaise with banks, FFMCs, and internal departments for transaction execution and reporting. Prepare and maintain daily MIS, transaction logs, and operational reports for audit and compliance purposes. Escalate customer concerns or irregularities to senior team members for prompt resolution.
Posted 3 days ago
5.0 - 7.0 years
7 - 10 Lacs
Bengaluru, Delhi / NCR, Kapurthala
Work from Office
The AM - Sales The ideal candidate will have a strong background in Forex, Drive sales of forex products including remittances, foreign currency exchange, prepaid forex cards, and trade-related forex services. Identify and acquire new clients, including corporates, HNIs, and retail customers. Build and maintain relationships with banks, financial institutions, travel agencies, and corporates to generate leads. Develop and execute strategies to drive the growth of the Forex business in the Delhi/Bangalore/ Karnwal/Kapurthala branch. Identify and explore new business opportunities, strategic partnerships, and market trends to expand the customer base and increase revenue. Conduct regular market analysis and competitor benchmarking to ensure a competitive edge.. Set and monitor branch-wise sales targets; ensure alignment with overall business objectives. Drive sales performance, ensuring a focus on achieving forex sales growth and increasing market share. Lead and mentor branch managers and sales teams to achieve individual and team targets. Promote digital forex platforms for seamless and secure user experience. Encourage mobile payment adoption to enhance customer convenience. Maintain accurate records of sales activities, customer interactions, and market intelligence, providing regular updates to management on sales progress and pipeline. Location - Delhi / NCR,Kapurthala,Bengaluru,Karnwal.
Posted 1 month ago
3.0 - 5.0 years
5 - 7 Lacs
Pune, Gurugram
Work from Office
Managing Sales and Operations, Compliance,Sales Growth,Cross-selling and Upselling, Revenue Generation,Staff Relationships JD: Key Responsibilities: Sales Strategy Development: Develop and implement effective sales strategies to drive growth in the forex business. Work closely with senior leadership to align sales goals with company objectives. Client Relationship Management: Build and maintain strong, long-term relationships with corporate clients, institutional investors, and high-net-worth individuals. Act as the primary point of contact for clients. Market Analysis: Stay updated on market trends, currency movements, and geopolitical events affecting the forex market. Use this information to advise clients and provide market insights. Team Leadership: Lead and mentor a team of forex sales professionals, providing guidance, support, and training to enhance team performance and achieve sales targets. New Business Development: Identify and pursue new business opportunities in the forex market. Proactively generate leads through networking, industry events, and cold calling. Sales Target Achievement: Set and achieve ambitious sales targets. Monitor performance, adjust strategies, and provide regular updates to senior management. Client Solutions: Understand clients needs and offer tailored forex solutions, including hedging strategies, currency exchange, and risk management. Sales Reporting: Prepare regular sales reports, forecasts, and market analysis to share with senior management and ensure accurate tracking of key metrics.
Posted 1 month ago
5 - 7 years
5 - 9 Lacs
Ranchi
Work from Office
The AM - Sales The ideal candidate will have a strong background in Forex, Drive sales of forex products including remittances, foreign currency exchange, prepaid forex cards, and trade-related forex services. Identify and acquire new clients, including corporates, HNIs, and retail customers. Build and maintain relationships with banks, financial institutions, travel agencies, and corporates to generate leads. Develop and execute strategies to drive the growth of the Forex business in the Ranchi branch. Identify and explore new business opportunities, strategic partnerships, and market trends to expand the customer base and increase revenue. Conduct regular market analysis and competitor benchmarking to ensure a competitive edge.. Set and monitor branch-wise sales targets; ensure alignment with overall business objectives. Drive sales performance, ensuring a focus on achieving forex sales growth and increasing market share. Lead and mentor branch managers and sales teams to achieve individual and team targets. Promote digital forex platforms for seamless and secure user experience. Encourage mobile payment adoption to enhance customer convenience. Maintain accurate records of sales activities, customer interactions, and market intelligence, providing regular updates to management on sales progress and pipeline.
Posted 1 month ago
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