Sales Forex Products

About the Role

This is a full-time, on-site Sales Forex Products role based in Kolkata.

Key Responsibilities

• Actively engage with prospective and existing customers to understand their requirements for outward remittances, prepaid forex cards, international SIM cards, travel insurance, and corporate forex solutions.
• Generate leads.
• Conduct product presentations.
• Provide accurate information on rates and regulatory requirements.
• Close sales while maintaining strong customer relationships.
• Coordinate with internal operations and compliance teams to ensure smooth transaction processing and timely service delivery.
• Monitor market trends.
• Follow up on inquiries.
• Contribute to achieving individual and team sales targets.

Requirements & Tech Stack

• CRM tools
• Spreadsheets
• Standard office software

Qualifications

• Strong sales and business development skills, with the ability to generate leads, manage pipelines, and close deals.
• Customer relationship management capabilities, including clear communication, active listening, and a consultative approach.
• Understanding of forex products and services, such as outward remittances, multi-currency cards, and basic regulatory concepts (e.g., LRS, TCS).
• Proficiency in using CRM tools, spreadsheets, and standard office software to track leads, sales, and customer interactions.
• Ability to work in a fast-paced, target-driven environment with strong organizational and time management skills.
• Bachelor’s degree in Business, Finance, Commerce, or a related field preferred.
• Relevant sales or financial services experience is an advantage.
• Comfort interacting with diverse customer groups, including students, families, travelers, and corporate clients.
• Willingness to work on-site in Kolkata and collaborate closely with colleagues across sales, operations, and compliance.