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IDFC FIRST Bank

Trade & Fx Counsellor

IDFC FIRST Bank

Posted

yesterday

Mumbai, Maharashtra, India

Onsite

INR 50K

Full Time

Match

Skills

Experience

Industry

Sema

Sema Summary

The Trade & Fx Counsellor position at IDFC FIRST Bank involves advising clients on foreign exchange and trade finance products. This role requires strong knowledge in finance and customer service to assist clients with trading decisions. Working on-site in Mumbai, this full-time position seeks candidates who are skilled at financial advising and have a good grasp of market trends. Successful candidates will contribute to enhancing client relationships and achieving sales targets.

About Company

IDFC FIRST Bank focuses on providing financial services that meet the needs of their customers while fostering strong relationships and enhancing customer experiences in the banking sector.

Core Requirements

  • Bachelor's degree in Finance or related field
  • Strong communication skills
  • Customer service experience
  • Understanding of financial instruments
  • Analytical skills

Responsibilities

  • Advise clients on foreign exchange transactions
  • Provide insights on market trends
  • Develop and maintain client relationships
  • Achieve sales targets in trade finance products
  • Assist clients in trading decisions
  • Conduct financial analysis
  • Prepare reports and presentations for clients

Must Have skills

Financial advisingCommunicationCustomer serviceMarket analysisAnalytical skills

Nice To Have Skills

Sales experienceRelationship managementProblem-solvingTeam collaborationNegotiation

Tools Knowledge Requried

CRM softwareFinancial analysis toolsSpreadsheet software

Job Keywords

TradeForexCounsellorFinanceSales

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