Counsellor - Trade & Forex - BFSI

Role/Job Title - Trade and Fx Counsellor

Place of work - Bangalore / Jodhpur/Delhi-NCR

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 :

- Drive product & marketing initiatives launched by the 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 :

- 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