Trade Desk Manager

Published date: 2024/01/10
  • Location: Jodhpur, Rajasthan, India
Managing trade and forex operations for branches and supervise/guide assigned branches in trade transactions. The role will closely collaborate with branches, trade operations, product and compliance teams to process trade transaction effectively for superior customer service. Roles & Responsibilities: • Review and process the trade documents submitted by branches as the first level of scrutiny • Ensure timely and accurate processing of all Trade and Forex operations for assigned branches • Ensure transaction complies with all the regulatory requirements under the current RBI and FEMA guidelines in addition to the banks internal policies and procedures • Exception management, tracking transaction status and timely resolution of queries/ discrepancy raised by trade processing unit • Ensure all complaints received from clients are handled appropriately and provide resolution within TAT • Meeting with Key clients and proactively engage with customers on all important matters • Good understanding of RBI & FEMA regulations and UCPDC • Internal stakeholder's co-ordination such as trade processing unit, product team, compliance unit, etc. to ensure TAT • Monitor and handling back office related activities of branches in an efficient manner • Assist in transactional regulatory checks as required • Assist the monitoring team in following up for regulatory outstanding with clients as required • Handling documentation related to complex transactions such as capital accounts transactions and related follow ups with branches and trade processing unit
Company Name: IDFC FIRST Bank

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