Client Acquisition & Relationship Management
Acquire and manage corporate clients requiring trade finance and forex solutions.
Serve as the primary relationship manager for assigned accounts.
Build and maintain long-term relationships with treasury and finance teams of client companies.
Trade Finance Operations
Advise and facilitate import/export financing: Letters of Credit (LCs), Bank Guarantees (BGs), and export bill discounting.
Coordinate with operations and documentation teams to ensure smooth processing.
Forex Products & Advisory
Offer foreign exchange solutions: spot/forward contracts, currency swaps, hedging, and risk management products.
Advise clients on currency risk management and market movements.
Sales & Revenue Generation
Achieve sales/revenue targets for trade finance and forex products.
Cross-sell other bank products: working capital loans, corporate accounts, and treasury services.
Compliance & Risk Management
Ensure adherence to RBI regulations, FEMA guidelines, and bank internal policies.
Maintain proper documentation for all trade/forex transactions.
Market & Product Analysis
Stay updated with currency markets, global trade policies, and financial regulations.
Provide insights to clients on hedging strategies and forex trends.
| Benefit | Details |
|---|---|
| Fixed Salary + Incentives | Base salary plus performance-based incentives or bonuses linked to revenue from trade and forex transactions. High performers can significantly increase total earnings. |
| Health Insurance | Medical coverage for the employee and often family members, including hospitalization and critical illness coverage. |
| Life & Accidental Insurance | Life cover and personal accident insurance as per bank policy. |
| Provident Fund (PF) | Retirement savings scheme with contributions from both employer and employee. |
| Gratuity | Lump-sum payment after completing a minimum number of years in service (usually 5 years). |
| Paid Leave | Annual leave, sick leave, casual leave, and public holidays. |
| Employee Banking Benefits | Preferential rates on loans, credit cards, and other banking products. |
| Training & Career Development | Product knowledge, forex market updates, trade finance workshops, and professional certifications. |
| Wellness & Employee Assistance Programs | Health check-ups, counselling, and wellness programs. |
| Recognition & Rewards | Awards, spot bonuses, or recognition for top performers in trade/forex revenue or client acquisition. |
| Travel / Conveyance Allowance | May include reimbursements for client visits or branch/office travel. |
| Career Growth Opportunities | Clear path into Senior Manager → AVP → VP – Trade & Forex / Treasury, or leadership roles in corporate banking. |
🏢 Company Name: HDFC Bank Ltd. 📘 Company Summary: HDFC Bank is one of India’s largest and most respected private sector banks. Established in 1994, it was among the first to receive approval from the Reserve Bank of India (RBI) to set up a pri... Read More