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Trade & Fx Counsellor at IDFC FIRST Bank — Mumbai

Experience12+ yrs
SalaryNot disclosed
Work modeunknown
Levelsenior
Posted16 Sept 2026

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About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Mumbai in financial services. This role looks for around 12+ years of experience.

The role

A senior Trade and Fx Counsellor role in retail banking at IDFC FIRST Bank, for 12+ years of relevant branch banking experience, acting as a single point of contact for trade and forex products and providing FX-related services and support to acquire and drive trade relationships. You’ll handle trade-related client queries (forex, cross border, domestic), drive income and FCY through-put targets for TFX products, manage portfolio quality (digital activation, product penetration, AMB balance), and act as a subject matter expert for training sales and relationship teams. Requirements include competitor analysis and knowledge of Trade and FX transactions, plus a Graduate degree with Post Graduate Finance (MBA preferred). Work location is Mumbai, India.

Full job description

Job Requirements

Role/Job Title - Trade and Fx Counsellor

Place of work - Mumbai -

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