Trade & Fx Counsellor
Core
Act as a single point of contact for trade-related products (forex, cross-border, domestic) for assigned regions/branches, driving relationships and providing support to achieve branch banking objectives.
Role type
Senior IC Trade & Fx Counsellor
Builds
Trade and forex products for assigned regions/branches
Domain
Banking / Foreign Exchange
Required skills
Client relationship management, product marketing, portfolio quality management, sales support, training delivery, process improvement, competitor analysis, stakeholder communication
Responsibilities
Drive product and marketing initiatives, service trade-related client queries, manage income and foreign currency throughput targets, manage portfolio quality metrics, support customer acquisition plans, impart training to sales teams, cultivate customer relationships, ensure customer satisfaction, evaluate growth strategies, recommend process changes, update stakeholders on transactions
Seniority
Senior, hands-on IC