Trade & Fx Counsellor
Published date: 2024/01/10
- Location: Ludhiana, Punjab, India
Role/Job Title - Trade and Fx Counsellor
Place of work - Ludhiana
Business - Retail Banking
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 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 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
Qualifications
Graduate - Any
Post Graduate - Finance (MBA preferred)
Experience
Minimum Number of Years - 12+ years of relevant branch banking experience
Industry - BFSI
Functional Area - Retail Banking
Place of work - Ludhiana
Business - Retail Banking
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 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 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
Qualifications
Graduate - Any
Post Graduate - Finance (MBA preferred)
Experience
Minimum Number of Years - 12+ years of relevant branch banking experience
Industry - BFSI
Functional Area - Retail Banking
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