Posted By

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Jyotee Frank

Lead - BFSI at HiPotz(An Enterprise of HiPos Consulting)

Last Login: 25 April 2024

757

JOB VIEWS

140

APPLICATIONS

100

RECRUITER ACTIONS

Job Code

1361352

Treasury Sales Role - Bank

2 - 5 Years.Metros
Posted 3 months ago
Posted 3 months ago

As member of Treasury Sales desk: responsible for providing hedging solutions to customers, managing existing client relationships and to develop partnership with Relationship Managers to jointly generate and grow profitable business. The main responsibilities include:

- Interaction with corporate clients, offering hedging solutions to customers through customized OTC products to hedge FX and interest rate exposures.

- Understand the client's business environments, strategies, and industry to provide the best risk management solutions.

- To expand the list of existing treasury corporate relationships and generate new business to increase the overall Treasury Sales income.

- Launch new products - actively engage in developing policies and processes to improve desk efficiency and support new product initiatives.

- End-to-End coordination with the Relationship Managers for limit setup.

- Seamlessly handle post-deal documentation.

- To publish market research and daily Forex rates to current and prospective clients.

- To prepare monthly MIS and Treasury Sales reports for senior management.

- Co-ordinate with internal departments like marketing, technology teams, legal, compliance teams etc. to drive business growth.

- Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge.

- To ensure compliance with regulatory and internal guidelines, policies and laws.

Requirements:

- Education: Minimum degree in Finance, Business and MBA preferred.

- 2 - 5 years' experience in the Treasury Sales Department of a bank.

Skills:

- Strong communication and presentation skills

- A go-getter with excellent selling and negotiation skills

- Ability to multitask and prioritize as per situation

- Proven track record in customer development and retention

- Possess the ability to mobilize internal networks and resources

- A natural team player with a clear client orientation and a passion for service excellence

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Posted By

user_img

Jyotee Frank

Lead - BFSI at HiPotz(An Enterprise of HiPos Consulting)

Last Login: 25 April 2024

757

JOB VIEWS

140

APPLICATIONS

100

RECRUITER ACTIONS

Job Code

1361352

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