Executive-Forex Operations (Instarem India Pvt. Ltd.)
TrivandrumFull-TimeMid-levelOperations
Skills
Roles and Responsibilities
- Manage the secure and timely delivery of currency notes, prepaid/refillable cards, remittance documents, and relates products to clients at designated locations, while accurately processing forex transactions, including buying/selling currency, issuing travel cards, and handling remittances
- Verify client identity, collect required documentation or acknowledgments, provide professional and courteous service, address queries promptly, and escalate any grievances or delivery/transaction issues to the branch or operations team
- Maintain accurate cash balances, perform daily reconciliation of till and forex inventory, handle cash safely, record all transactions in the company's forex software, and ensure data integrity and compliance with internal policies
- Follow KYC/AML procedure, RBI/central bank guidelines, and internal policies; identify and report suspicious activity; adhere to strict security protocols during product delivery; and comply with road safety and operational regulations
- Plan efficient delivery routes, maintain accurate logs of deliveries and transactions, provide feedback to improve workflows, and coordinate closely with branch, logistics, and back-office teams to ensure seamless preparation, handoffs, and overall operational excellence
Requirements
- A Bachelor's degree in any discipline is mandatory; degree in Finance/Commerce is a plus
- 1-2 years in cash handling, teller, or forex operations; experience in product delivery or logistics is a plus
- Excellent numerical accuracy and attention to detail
- Strong communication, interpersonal, and customer service skills
- Knowledge of forex products, exchange rates, KYC/AML compliance, and regulatory frameworks
- Ability to plan efficient delivery routes and optimize operational workflows
- Proficiency in fintech, remittance software, and MS Office/Excel for transaction logging and reporting
- High integrity and trustworthiness when handling cash and sensitive financial products
- Reliable, customer-oriented, and able to work under pressure in a fast-paced retail environment
- Professional demeanor and high attention to detail
