Job Description
job description
Corporate Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to defined customers of the Bank in the, which include the customers of various units of the Bank.
The role’s objective is :
- Ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank
- Increase market and wallet share of FX business for the customers covered
- Strong relationships with external and internal stakeholders
- Focus on fulfillment of all treasury transactions in adherence to the Bank’s processes and policies
- Handle transactions of all customers not allocated to any tag resources (due to very small size)
- Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated.
- Maximize revenue for the desk while handling all non-allocated customers
- Increase Trade and FX wallet share of the customers
- Grow derivative business in the given set of customers
- Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities
- Direct coverage of customers more at the operating level of the customer.
- Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements.
- Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives.
Corporate Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to defined customers of the Bank in the, which include the customers of various units of the Bank.
The role’s objective is :
- Ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank
- Increase market and wallet share of FX business for the customers covered
- Strong relationships with external and internal stakeholders
- Focus on fulfillment of all treasury transactions in adherence to the Bank’s processes and policies
- Handle transactions of all customers not allocated to any tag resources (due to very small size)
- Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated.
- Maximize revenue for the desk while handling all non-allocated customers
- Increase Trade and FX wallet share of the customers
- Grow derivative business in the given set of customers
- Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities
- Direct coverage of customers more at the operating level of the customer.
- Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements.
- Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives.
💡 Quick Summary
Seeking a career-building opportunity? The [15h Left] Corporate Dealer TAG position is now open for candidates interested in the Bank Jobs sector. This role in Surat offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.