Trade & Fx Counsellor

Role & 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

Preferred candidate profile

10 Years of experience

Maximum age - 38