Trade & Fx Counsellor
About this role
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
Experience: 10 to 18 years of relevant experience
Company at a glance
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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.
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