Corporate Dealer TAG NR, with A large private Bank

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profile Job Location:

Mumbai - India

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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....
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Key Skills

  • Sales Experience
  • Apple Numbers
  • Door-to-Door Experience
  • OEM
  • Dealership Experience
  • Predictive Analytics
  • Math
  • Regulatory Reporting
  • Auto Service Management
  • CRM Software
  • negotiation
  • Contracts