Retail Sales Forex Products
FXpertise Solution
About the Role
- Full-time, on-site Retail Sales role for Forex Products.
- Based in Kolkata.
Key Responsibilities
- Engage walk-in and referred customers to understand their forex requirements.
- Recommend appropriate products such as outward remittance services, multi-currency cards, and other travel-related solutions.
- Explain product features and pricing.
- Assist customers with documentation and KYC.
- Coordinate with operations teams for timely processing.
- Maintain accurate records of transactions.
- Prospect and follow up with leads.
- Build relationships with educational consultants, travel agencies, and corporate clients.
- Meet defined sales and service targets.
- Uphold regulatory compliance.
- Provide clear and transparent information.
- Contribute to a customer-centric sales culture.
Requirements & Tech Stack
- Strong customer service and communication skills.
- Sales and negotiation capabilities.
- Attention to detail and organizational skills.
- Proficiency in using point-of-sale systems, CRM tools, and standard office software.
Qualifications
- Minimum educational qualification: graduation in any discipline.
- A background in finance, commerce, or business is an advantage.
- Ability to work on-site in Kolkata.
- Ability to collaborate within a team.
- Ability to maintain professionalism in a high-volume, customer-facing environment.
- Prior experience in forex, travel, or banking sales is preferred but not mandatory.
- Willingness to learn RBI and compliance guidelines.
- Basic understanding of foreign exchange, remittances, or banking processes.