Retail Sales Forex Products

FXpertise Solution

Kolkata, West Bengal, IndiaFresher1h agovia LinkedIn

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.

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