Job Details

Job Title
Trade & Fx Counsellor - Patna
Location
Patna
Job Description

  • . Trade & Fx Counsellor – Patna (1) Ghaziabad (5) P-214047

    CTC: Up to 15 LPA

    Age: Max 40 years

     

    Key Requirements:

  • Candidate must be Top 2 rated in last 2 performance cycles

 

Excellent spoken English is mandatory

 

Role/ Job Title: Trade & Fx Counsellor

Function/ Department: Branch Banking

 

Job Purpose:

The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the assigned region/branches. The role bearer would be responsible for acquiring and driving the trade relationship and providing forex related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.

 

Roles & Responsibilities:

  •  

    Education Qualification:

    Graduation: Bachelor in any stream

     

    Experience: 5 to 10 years of relevant experience

  • 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
  • Drive product & marketing initiatives launched by central product team
  • Service trade related queries & requirement of clients by liaising with operations/product/central team

  •  

    Profiles from:

    TSM – HDFC

    ICICI – ETRG

    Axis – CBG RM

    IndusInd – ECRM / ETRG RM

    Kotak – PSM Trade / Trade RM

    Current Account Vintage Sales Manager

    Trade Desk Officer / Manager (open for sales) can also be evaluated

     

    KRA Fit:

  • Trade customer acquisition
  • Portfolio management
  • Product penetration
  • Fee income generation
  • Compliance/regulatory handling

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