Forex Executive - Frontline/Counter Sales

Department : Sales / Foreign Exchange

Industry : Foreign Exchange / Travel & Forex

Experience: 05 Years

Qualification: Graduate in any discipline

Location: Tier 1 & 2 cities across South

Key Responsibilities

1. Sales & Business Development

• Drive sales of foreign currency notes, forex cards, travel cards and other foreign exchange products.
• Identify and acquire new customers through walk-ins, referrals, corporate leads and field sales activities.
• Generate leads and convert prospects into business opportunities.
• Achieve monthly sales targets and revenue objectives.
• Promote cross-selling and upselling of forex products and services.

2. Customer Relationship Management

• Understand customer requirements related to international travel, foreign currency and remittances.
• Provide suitable forex solutions based on customer needs.
• Build and maintain strong relationships with individual, corporates and wholesale customers.

3. Operations & Compliance

• Coordinate forex transactions, documentation and customer verification.
• Ensure compliance with RBI/FEMA guidelines, KYC and AML requirements.
• Maintain accurate transaction records and sales reports.
• Ensure adherence to company policies and regulatory procedures.

4. Market Development

• Identify potential business opportunities in the local market.
• Develop relationships with Travel Agents, Educational Consultants, Corporates, Wholesale Dealers, Banks and other referral partners.
• Participate in promotional campaigns and customer acquisition initiatives.

Desired Candidate Profile

• 0–4 years of experience in frontline sales, preferably in Foreign Exchange, Banking, Financial Services, Travel or Retail.
• Good knowledge of foreign currencies, forex cards and international travel-related financial products.
• Strong communication, negotiation and interpersonal skills.
• Good customer handling and relationship management skills.
• Basic knowledge of KYC, AML and forex regulatory requirements.
• Proficiency in MS Office and sales reporting.