Trade & Fx Counsellor

As a Trade and FX Counsellor, based in Mumbai within the Retail Banking department of Branch Banking, your primary role is to serve as the main point of contact for all trade-related products, including forex, cross border, and domestic transactions for the assigned region/branches. Your responsibilities include acquiring and nurturing trade relationships, offering FX services and support, and contributing to the overall branch banking objectives either individually or in collaboration with the branch team. Key Responsibilities: - Drive product and marketing initiatives initiated by the central product team - Address and resolve trade-related queries and client requirements by coordinating with operations, product, and central teams - Achieve income and FCY throughput targets for TFX products in the supported branches/business - Monitor portfolio quality metrics such as digital activation, product penetration, AMB balance, and desired value - Assist the team in meeting customer acquisition targets - Conduct joint and independent calls with sales team members - Provide training to sales and relationship teams as a subject matter expert - Build strong relationships with individual and corporate customers - Manage customer-centric operations to ensure delivery and service quality standards are met Additional Responsibilities: - Analyze growth strategies based on competitor analysis and customer feedback - Propose process enhancements to enhance service efficiency and quality across the branch network - Regularly update on Trade and FX transactions Qualifications: - Graduate in any discipline - Post Graduate in Finance (MBA preferred) Experience: - Minimum of 12+ years of relevant branch banking experience - Industry experience in BFSI - Functional expertise in Retail Banking Key Success Metrics: - Revenue generation - Cost efficiencies Please note that the role of a Trade and FX Counsellor requires a strong background in branch banking, excellent communication skills, and the ability to drive trade relationships effectively.,