HR at Credit Agricole Corporate & Investment Bank
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Credit Agricole CIB - Corporate Sales Role - Global Markets (4-8 yrs)
Job Summary:
Responsible for selling all Global Markets products to Financial Institution; liaising with other areas of the Bank with the aim of attracting business from new customers.
Key Responsibilities:
1. Strategy and Business Planning:
- Meet individual objectives, revenue targets and contribute to team's effort in meeting the budget target
- Market Global Markets products (and cross-sell other products) by regular customers interaction, understanding client needs, financial markets and propose suitable ideas and recommendations.
- Develop a thorough understanding of all CACIB's products for cross-selling and spotting opportunities for Global Markets- products
- Identify, target and solicit new customers/business opportunities
- Responsible for some aspects of transaction structuring and work with structuring teams to provide support in developing new transaction structures
- Originate transactions from clients and co-ordinate the efficient execution of the trading desk
- Formulate marketing plans and relate these to marketing opportunities
- Be aware of all economic and financial data likely to affect the products being marketed
- Develop knowledge of client needs and co-ordinate the Bank's efforts to service customer organizations
- Plan and organize client visits and meetings
- Extensive liaison with Corporate Coverage vertical, other product lines and Global Markets vertical counterparts (onshore and offshore) for identifying and marketing Global Markets opportunities in India and for other geographies
- Assist the Head of Global Markets and work on any other projects as may be given from time to time
2. Management and Reporting:
- Report daily on the progress of the business and specific issues
- Attend Sales team meetings to review market strategy, exchange ideas and receive updates on any important administrative matters
3. Control:
- Ensure clients are suitably classified (under regulatory rules) and are dealt with appropriately
- Ensure clients are cleared by credit, legal, compliance and back office before trading
- Ensure appropriate documentation is in place before trading
- Ensure the trade monitoring of counterparty risk
4. Risk
- Adhere to and understand risks to the bank and the client resulting from marketing initiatives or successful conclusion of transactions
- Track client transactions (including MtM) in context of the client's business environment and it's expected financial performance.
5. Communication:
- Promote the bank and its products to clients
- Network with contacts in the business to generate flow business for Global Markets vertical and cross-sell other products