Job Description
As member of Treasury Sales desk: responsible for providing hedging solutions to customers, managing existing client relationships and to develop partnership with Relationship Managers to jointly generate and grow profitable business. The main responsibilities include:
- Interaction with corporate clients, offering hedging solutions to customers through customized OTC products to hedge FX and interest rate exposures.
- Understand the client's business environments, strategies, and industry to provide the best risk management solutions.
- To expand the list of existing treasury corporate relationships and generate new business to increase the overall Treasury Sales income.
- Launch new products - actively engage in developing policies and processes to improve desk efficiency and support new product initiatives.
- End-to-End coordination with the Relationship Managers for limit setup.
- Seamlessly handle post-deal documentation.
- To publish market research and daily Forex rates to current and prospective clients.
- To prepare monthly MIS and Treasury Sales reports for senior management.
- Co-ordinate with internal departments like marketing, technology teams, legal, compliance teams etc. to drive business growth.
- Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge.
- To ensure compliance with regulatory and internal guidelines, policies and laws.
Requirements:
- Education: Minimum degree in Finance, Business and MBA preferred.
- 2 - 5 years' experience in the Treasury Sales Department of a bank.
Skills:
- Strong communication and presentation skills
- A go-getter with excellent selling and negotiation skills
- Ability to multitask and prioritize as per situation
- Proven track record in customer development and retention
- Possess the ability to mobilize internal networks and resources
- A natural team player with a clear client orientation and a passion for service excellence
- Interaction with corporate clients, offering hedging solutions to customers through customized OTC products to hedge FX and interest rate exposures.
- Understand the client's business environments, strategies, and industry to provide the best risk management solutions.
- To expand the list of existing treasury corporate relationships and generate new business to increase the overall Treasury Sales income.
- Launch new products - actively engage in developing policies and processes to improve desk efficiency and support new product initiatives.
- End-to-End coordination with the Relationship Managers for limit setup.
- Seamlessly handle post-deal documentation.
- To publish market research and daily Forex rates to current and prospective clients.
- To prepare monthly MIS and Treasury Sales reports for senior management.
- Co-ordinate with internal departments like marketing, technology teams, legal, compliance teams etc. to drive business growth.
- Support the bank's strong relationship banking culture through on-going customer contact, written call reports, quality customer service and superior product knowledge.
- To ensure compliance with regulatory and internal guidelines, policies and laws.
Requirements:
- Education: Minimum degree in Finance, Business and MBA preferred.
- 2 - 5 years' experience in the Treasury Sales Department of a bank.
Skills:
- Strong communication and presentation skills
- A go-getter with excellent selling and negotiation skills
- Ability to multitask and prioritize as per situation
- Proven track record in customer development and retention
- Possess the ability to mobilize internal networks and resources
- A natural team player with a clear client orientation and a passion for service excellence
💡 Quick Summary
Seeking a career-building opportunity? The Treasury Sales Role | Bank |2|5 yrs position is now open for candidates interested in the Bank Jobs sector. This role in India 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.