Senior Professional - Treasury Sales - Banking

Treasury Sales

- Looking for Sr. level professionals having experience in handling Treasury sales, involved in delivery of revenue in line with benchmarks / targets assigned for our leading banking client in Mumbai.

Job Description :

- Establish, maintain and manage relations of customers with relevant exposures.

- Manage portfolios to identify revenue opportunities.

- Develop target segments of internal as well as external customers.

- Tap areas of potential from existing segments.

- Liaise with Retail Channel to scope for business potential.

- Assist branches in converting leads scoped.

- Demonstrating a thorough understanding of all products and associated risk to Bank and customers.

- Ensuring awareness on regulations and internal guidelines.

- Analyze and application of FX products (Retail Forex, Trade Flows & Derivatives) to the set of defined customers.

- Keeping the client updated on the Forex market movements. Information to clients on changes in regulatory policies.

- Giving qualified advice to clients on Forex markets. Ensure that market updates are timely and promptly dispatched to clients.

- Demonstrate awareness of prevailing processes and compliance aspects.

- Maintain timelines on defined activities.

- Maintain customer and portfolio MIS as relevant

- Understand clients business dynamics and requirements.

- Provide value adding inputs to enhance the relationship.

- Identify opportunities that would link the client to the Bank from a relationship perspective.

- Ensure thorough comfort with all aspects of products available from technical, regulatory, and compliance perspectives.

- Focus on updating knowledge through available platforms.

- Obtain knowledge about exchange control regulations pertaining to Forex.