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Trade & Fx Counsellor at IDFC FIRST Bank — Ghaziabad

Experience5–10 yrs
SalaryNot disclosed
Work modeonsite
Levelsenior
Posted11 Sept 2026

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About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Ghaziabad in financial services. This role looks for around 5+ years of experience.

Skills

foreign exchange
trade finance
customer relationship management
customer acquisition
competitor analysis

The role

A trade and foreign-exchange counsellor at a bank supports cross-border financial services and manages trade-forex customer relationships, portfolio quality, and currency transactions. The role also applies competitor analysis and customer acquisition.

Full job description

Job Requirements

Role/ Job Title: Trade & FX Counsellor

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 assigned region/branches. The role bearer would be responsible for acquiring and driving the trade relationship and providing forex related services and support as an individual contributor or through the branch team contributing to the larger branch banking channel objectives.

Roles & Responsibilities:

Drive product & marketing initiatives launched by central product teamService trade related queries & requirement of clients by liaising with operations/product/central teamResponsible for income and foreign currency throughput target set for the trade forex products for the respective branches/businessManage the portfolio quality - digital activation, product penetration, average monthly balance, desired valueSupport team in achieving customer acquisition plan through joint and independent call with sales team Impart training to sales and relationship team as subject matter expertCultivate relationships with individual and corporate customersManaging customer centric operations & ensuring customer satisfaction by achieving delivery & service quality normsEvaluate the growth strategy based on competitor analysis and feedback from different channels/customersRecommend process changes in order to improve service efficiency and quality across the branch networkRegularly update stakeholders about Trade and Fx transactions

Education Qualification:

Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience: 5 to 10 years of relevant experience