Handle retail forex sales and customer enquiries for foreign currency and related forex services.
Generate leads through walk-ins, telephone calls, referrals, travel agents, corporates, and other channels.
Assist customers with foreign currency requirements for travel, education, medical treatment, business travel, etc.
Explain forex products, applicable rates, documentation, and service procedures to customers.
Achieve monthly sales and revenue targets.
Maintain customer relationships and generate repeat business.
Coordinate with internal operations/compliance teams for KYC and transaction documentation.
Maintain accurate sales and customer records.
Follow all applicable company policies and RBI/forex compliance requirements.
Candidate Requirements:
Graduate in any discipline.
Good communication and convincing/sales skills.
Experience in retail forex, money exchange, travel, banking, or financial services will be preferred.
Strong customer-handling and lead-conversion abilities.
Comfortable with field sales as well as branch/retail sales.
Basic knowledge of foreign currencies and forex transactions.
Candidate should be willing to work in a role where an individual AD-II licence is not provided/required, subject to the company's regulatory structure and applicable RBI requirements.
