Trade & Forex Counsellor

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 - List the primary deliverables
• Drive product & marketing initiatives launched by 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 List of the deliverables other than primary, but essential for the role:
• 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

Key Success Metrics: Revenue, cost efficiencies