IDFC First Bank / Trade Desk Manager / Mumbai

Job Description:

Job Title: Trade Desk Manager
Function/ Department: Branch Banking
 
Job Purpose:
Managing trade and forex operations for branches and supervise/guide assigned
branches in trade transactions. The role will closely collaborate with branches, trade
operations, product and compliance teams to process trade transaction effectively
for superior customer service.
 
Roles & Responsibilities:

 Review and process the trade documents submitted by branches as the first level of
scrutiny
 Ensure timely and accurate processing of all Trade and Forex operations for
assigned branches
 Ensure transaction complies with all the regulatory requirements under the current
RBI and FEMA guidelines in addition to the banks internal policies and procedures
 Exception management, tracking transaction status and timely resolution of queries/
discrepancy raised by trade processing unit
 Ensure all complaints received from clients are handled appropriately and provide
resolution within TAT 
 Meeting with Key clients and proactively engage with customers on all important
matters
 Good understanding of RBI & FEMA regulations and UCPDC