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Trade and Fx Counsellor
About the role
Branch Banking team at IDFC FIRST Bank focuses on delivering trade and foreign exchange solutions to retail and corporate clients. The Trade and Fx Counsellor drives product marketing initiatives, services client queries, and manages portfolio quality across assigned branches. Based in Delhi, on-site work model, responsible for income targets, customer acquisition, and training sales teams.
What you’ll do
- Drive product and marketing initiatives from central team
- Service trade-related client queries by coordinating with operations and product teams
- Achieve income and foreign currency throughput targets for branch portfolio
- Manage portfolio quality including digital activation and product penetration
- Support customer acquisition through joint calls with sales team
- Provide training to sales and relationship teams as subject matter expert
- Cultivate relationships with individual and corporate customers
- Update stakeholders on trade and fx transactions
What you’ll bring
Bachelor’s degree in Engineering, Technology, Math, Commerce, Arts, Science, Biology, Business, Computers or Management
Nice to have
- 10-18 years of relevant trade and forex experience
- Proven ability to meet income and throughput targets
- Experience in product marketing and client relationship management
- Strong analytical and competitor analysis skills
- Ability to train and mentor sales and relationship teams