Job Responsibilities:
- Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to Managed NR / Wealth customers (Individual / Corporate) of the Bank.
Roles objective :
- 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 Banks processes and policies
- Handle transactions of all customers not allocated to any tag resources.
Financial Objective
- 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.
- Develop plans for driving revenues and growth amongst customers evaluating new products for new business.
- Relationship Management external and internal
- Direct Coverage of allocated customers with a focus on FX and Rates advisory
- 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
- .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 customers disseminated through relationship managers
- Manage Banks credit and market risk when offering products to customers
Candidate Profile
Graduate/Post Graduates with 3 Years experience in Treasury Sales Hedging Swap rates Derivative Sales FX sales and should have been dealing with NR/NRI/ Wealth Clients.
Should have good knowledge on Treasury & Forex Products
Required Skills:
Treasury SalesPortfolio ManagementDealingRevenue GenerationWealth Management
Job Responsibilities: Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to Managed NR / Wealth customers (Individual / Corporate) of the Bank. Roles objective : Ensure business unit and revenue delivery as per the plan....
Job Responsibilities:
- Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to Managed NR / Wealth customers (Individual / Corporate) of the Bank.
Roles objective :
- 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 Banks processes and policies
- Handle transactions of all customers not allocated to any tag resources.
Financial Objective
- 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.
- Develop plans for driving revenues and growth amongst customers evaluating new products for new business.
- Relationship Management external and internal
- Direct Coverage of allocated customers with a focus on FX and Rates advisory
- 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
- .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 customers disseminated through relationship managers
- Manage Banks credit and market risk when offering products to customers
Candidate Profile
Graduate/Post Graduates with 3 Years experience in Treasury Sales Hedging Swap rates Derivative Sales FX sales and should have been dealing with NR/NRI/ Wealth Clients.
Should have good knowledge on Treasury & Forex Products
Required Skills:
Treasury SalesPortfolio ManagementDealingRevenue GenerationWealth Management
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