Job Description
Function/ Department: Wholesale Banking
Job Purpose:
The job purpose is to meet clients to determine financing needs and educating them about available options.
Roles & Responsibilities:
• Working with management to develop plans for future growth and profitability
• Monitoring current economic trends to identify areas that may impact future sales activity
• Meeting with clients to determine financing needs and educating them about available options
• Reviewing loan applications, credit reports, and other documentation to assess risk to the company
• Reviewing financial statements, budgets, and projections to determine if funds are available for new projects or additional inventory
• Determining how much financing each client should receive based on their ability to pay back the loan
• Establishing relationships with lenders or other financing sources to secure financing for clients’ needs
• Consulting with clients about financing options and helping them choose the option that meets their needs
• Communicating regularly with clients about the status of their applications and loans to ensure a positive experience for both parties
• Perform other reasonably related job responsibilities as assigned by immediate supervisor and
other management as required.
Educational Qualification:
Graduation: Any
Post Graduation: Any
Experience:
10+ years of experience in treasury sales
💡 Quick Summary
Seeking a career-building opportunity? The Senior Financial Market Sales Manager 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.
