Job Description
Job Purpose :
• Grow the Treasury Sales business catering to treasury clients of SME Segment
Devising the strategy for onboarding and delivering T&M solutions to SME clients. Structure solutions to optimise currency and interest rates risk management for clients for their LT exposure
Key Accountabilities :
• Contribute to the Fx and Derivatives Sales budget for T&M and achieve individual profit targets with an acceptable ROE.
• Enhance product, processes & delivery capabilities in FX and Derivatives Sales with strong risk management and corporate governance.
• Build strong client relationships; close coordination with IBG/ GTS to identify and on-board new relationships for the Bank
• Build strong internal relationships with IBG, GTS, Trading desk, T&M-HO to deliver client solutions
• Understand the product gap and work with client solutions team to build the product offering
• Maintain high level of knowledge across all the T&M products and offerings.
• As a Team Player, work closely with sales team and support BU head in collating MIS and reports from time to time.
• Strictly adhering to all internal and external regulations at all points of time
• Key contributor to the FX MTJ journey and deliver on the Lever, Drivers and Outcomes.
Develop relationship with key intermediaries, ecosystem partners, industry associations and organize events in partnership with them.
Job Duties & responsibilities:
• Execute treasury transactions for SME
• Work with various internal stakeholders to develop new treasury products, delivery model and industry insights
• Offer customized Fx & Interest rate risk management solutions to clients
• Work with clients to bring efficiencies in their treasury processes (digital delivery), having focused conversations, sharing market updates, product ideas & executing them
• Managing BAU flow business activities, transaction handling and reporting of trade/loan transactions
• Ensure appropriate Management Information & Control systems are in place
Education & Preferred Qualifications
• Post-Graduation in Finance (MBA/ CA), CFA and/or FRM will be added advantage
Tracking Financial Market updates and key macro / micro events.
Core Competencies
• Networking amongst the various market participants, internal stakeholders
• Good interpersonal and communication skills; relationship driven
• Ability to work in teams.
• Analytical bent of mind, strong attention to details.
• Strong penchant for financial markets, Technical analysis added advantage
High level of self motivation and keenness to learn financial market products.
Technical Competencies
• Knowledge of financial markets and the prevailing regulatory framework /guidelines in T&M space.
Ability to understand and analyze trends in the financial markets to offer quality risk management solutions to clients
Work Relationship
• Functional reporting to AVP – Sales, Treasury & Markets
• Working closely with Corporate Banking relationship managers, GTS team & trading team to identify and pursue cross-sell opportunities in the portfolio
Coordination with other T&M sales team members and support unit partners
💡 Quick Summary
Seeking a career-building opportunity? The Senior Associate| Specialist| Sales 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.
