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Trade & Fx Counsellor at IDFC FIRST Bank — Mumbai

Experience12+ yrs
SalaryNot disclosed
Work modeunknown
Levelsenior
Posted11 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

Senior Trade and FX Counsellor role at a retail banking business at IDFC FIRST Bank in India, acting as a single point of contact for trade-related (forex, cross border, domestic) products and providing FX services and support. You will acquire and drive trade relationships while managing trade service delivery and supporting revenue/FCY through-put targets for TFX products. Skills include trade and FX products (forex, cross-border, domestic), competitor analysis for growth strategy, and training sales/relationship teams as a subject matter expert. Location is Mumbai, Maharashtra, India (work mode not specified).

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