Job Description
BFIG Treasury Sales RM is responsible for the Treasury Product offering across FX and Derivative products to Institutional clients of the Bank, which includes the Foreign Institutional Investors, Private Equity Funds and Mutual Funds.
The role's objective is to 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 within the set business groups.
Job Role:
Financial Objective:
- Achieve budgeted Revenue and Volume target at the customer and segment level
- 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
Relationship Management - External and Internal:
- Direct coverage of customers more at the operating level of the customer
- Build relationships with clients and leverage the relationships for enhanced business
- Manage internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives
Internal Processes:
- Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank
- Hedging of all positions arising out of the transactions covered
- Capturing all transactions in all the front office systems of the bank as per the policy
- Ensuring all treasury related documents are submitted by the customer in defined TAT
- Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes
Risk Management and Risk Mitigation:
- Risk management and Risk mitigation ideas for the corporate
- Manage Bank's credit and market risk when offering products to customers
- Evaluate Reputational and Legal Risk for the Bank on product offerings to customers
The role's objective is to 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 within the set business groups.
Job Role:
Financial Objective:
- Achieve budgeted Revenue and Volume target at the customer and segment level
- 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
Relationship Management - External and Internal:
- Direct coverage of customers more at the operating level of the customer
- Build relationships with clients and leverage the relationships for enhanced business
- Manage internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives
Internal Processes:
- Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank
- Hedging of all positions arising out of the transactions covered
- Capturing all transactions in all the front office systems of the bank as per the policy
- Ensuring all treasury related documents are submitted by the customer in defined TAT
- Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes
Risk Management and Risk Mitigation:
- Risk management and Risk mitigation ideas for the corporate
- Manage Bank's credit and market risk when offering products to customers
- Evaluate Reputational and Legal Risk for the Bank on product offerings to customers
💡 Quick Summary
Seeking a career-building opportunity? The Chief Manager | Treasury Sales | Financial Institution position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai 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.
