Assistant Manager

Assistant Manager Forex Sales & TripMoney
Role Overview - The Assistant Manager Forex Sales & TripMoney will be responsible
for driving business performance, ensuring operational excellence, maintaining
regulatory compliance, and leading Team Leaders and Sales Executives to achieve
revenue and customer experience objectives. The role requires strong leadership,
analytical capabilities, process governance, and the ability to scale sales operations
while ensuring robust transaction monitoring and risk controls.
Key Responsibilities
Business & Revenue Management

Own and drive overall Forex and TripMoney revenue targets.
Develop and execute sales strategies to improve conversion and productivity.
Monitor business performance and identify opportunities for growth.
Collaborate with Product, Marketing, and Operations teams to maximize revenue
generation.
Team Leadership & People Management

Manage Team Leaders and their respective teams.
Conduct performance reviews and establish clear accountability frameworks.
Drive employee engagement, retention, and succession planning.
Coach Team Leaders on performance management and people development.
Operational Excellence

Ensure adherence to SOPs and service delivery standards.
Monitor productivity, quality, conversion, and customer satisfaction metrics.
Drive process standardization and operational eiciency.
Lead cross-functional initiatives with Operations, Product, Finance, and
Compliance teams.
Compliance & Risk Management

Ensure strict adherence to RBI, FEMA, KYC, AML, and internal compliance
requirements.

Conduct periodic compliance audits and governance reviews.
Monitor adherence to transaction limits, documentation requirements, and
regulatory guidelines.
Investigate and escalate potential compliance breaches and control failures.
Transaction Monitoring & Fraud Prevention

Establish robust transaction monitoring mechanisms to identify unusual
patterns and suspicious activities.
Review high-risk transactions and ensure timely escalation to Compliance and
Risk teams.

Track fraud indicators, policy deviations, and operational risks.
Implement preventive controls to minimize nancial, regulatory, and
reputational risk.
Customer Experience & Escalation Management

Assistant Manager Forex Sales & TripMoney

Own resolution of critical customer escalations.
Drive customer satisfaction and service excellence across all channels.
Analyze customer feedback and implement corrective actions to improve
experience.
Continuous Improvement & Innovation

Identify operational gaps and implement corrective measures.
Drive automation and eiciency initiatives to improve productivity and customer
experience.

Own and implement a minimum of one measurable process improvement
initiative every quarter (once every three months).
Track benets realized from process improvement initiatives and present
outcomes to leadership.
Reporting & Governance

Prepare and present weekly and monthly business reviews.
Provide actionable insights on revenue, conversion, compliance, quality, and
operational performance.

Present risk, compliance, and productivity dashboards to senior management.
Required Skills & Competencies

Strong knowledge of Forex products, Forex Cards, Currency Notes, Remittances,
and Travel-related services.

Strong understanding of RBI, FEMA, KYC, AML, and regulatory requirements.
Proven experience in sales management, operations, and team leadership.
Excellent analytical, problem-solving, and decision-making skills.
Strong stakeholder management and communication abilities.
Advanced prociency in CRM, MIS reporting, and performance management
tools.
Experience & Qualications

58 years of experience in Forex, Banking, Fintech, Travel, or Financial Services.
Minimum 23 years of experience managing Team Leaders and large teams.
Bachelor's Degree required; MBA preferred.
Working knowledge of travel operations and customer service processes
preferred.
Key KPIs

Revenue Achievement
Conversion Rate
Team Productivity
Customer Satisfaction (CSAT)
Quality Score

Assistant Manager Forex Sales & TripMoney

SLA Adherence
Compliance Audit Score
KYC/AML Adherence
Transaction Monitoring Eectiveness
Fraud & Risk Control Metrics
Escalation Resolution
Employee Engagement & Attrition
Quarterly Process Improvement Delivery (Minimum 1 implemented initiative
every 3 months)

Stakeholder Satisfaction & Governance Compliance