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Full-time
bachelor degree
Posted 2d ago
~40 hrs/week
Responsibilities
The role involves acting as a single point of contact for trade and forex products, driving product initiatives, and managing portfolio quality. The incumbent will also support customer acquisition, provide training to sales teams, and ensure high-quality service delivery.
Requirements
Candidates must possess 10 to 18 years of relevant experience in trade and forex banking. A bachelor's degree in a relevant field such as Engineering, Math, Commerce, or Business is required.
Full job description
Job Requirements
Job Requirements
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:
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:
Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management
For any bank-related queries, please email us at [email protected] or call 1800 10 888 (Toll free).
Industry
Banking
Company size
10,001+ employees
Founded
2015
Headquarters
Mumbai, Maharashtra
LinkedIn followers
1,801,282
Total funding
$1.8B
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Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
Offices: IDFC FIRST Bank Tower, The Square, C-61, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra 400 051, IN
How many Sales jobs are open in Mumbai, India right now?
There are currently 1,225 open sales positions in Mumbai, India listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Mumbai, India?
Companies currently hiring include Kotak Mahindra Bank, IDFC FIRST Bank, HSBC, Kalpataru Limited, Godrej & Boyce Mfg. Co. Ltd., among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Mumbai, India?
Yes — 148 of the 1225 open sales positions offer remote or hybrid work (31 remote, 117 hybrid).
How do I apply for Sales jobs in Mumbai, India?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.