FX Sales Support Specialist - Officer - MUMBAI
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Protocol Intelligence
Data-driven signals on your job's competitivenessTier-1 brand, metro location, and junior generalist role increase applicant competition.
Banking KYC, FX sales, and regulatory skills make background highly industry-specific.
Regulatory KYC requirements and CRM skills enforce moderate filtering despite junior experience requirement.
Job Description
Structured overview of role & requirementsAbout This Role
Provide desk support to FX sales team to enhance client experience and sales efficiency.
Coordinate and support preparation of client meeting materials, track follow-up actions, and maintain accurate CRM data.
Collaborate with internal control functions to ensure governance, risk management, and compliance adherence.
Minimum Requirements
0-2 years relevant experience in sales support or related roles.
Bachelor’s or equivalent university degree.
Knowledge of client onboarding procedures including KYC and OFAC requirements.
Proficiency in Microsoft Excel, Word, and PowerPoint.
Ideal Candidate Profile
Experience working closely with sales teams in institutional or FX sales environments.
Familiarity with client lifecycle management and coordinating internal stakeholders across legal, compliance, and risk.
Ability to manage multiple compliance and operational tasks including pre-trade support and escalation handling.