Trade & Fx Counsellor

Job Requirements

Role/ Job Title:

Function/ Department:

Job Purpose

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

Experience: