Team Member, Treasury Sales

Job Summary

To market and manage HNIs and Corporate relationships through pro-active and consultative approach and detailed understanding of existing customers’ business (es) to enhance profit.

Acquire profitable customers for the treasury business through the creation, development and maintenance of Low Weight Average Cost Funds.

To adhere to all KYC requirements in strict compliance regulatory requirement.

Job Details

Onboarding of new clients.

Selling of ARM’s High Yield Investment to Financial Institutions, Corporate clients and HNI’s.

Provide client suppor tand product knowledge in relation to treasury management services.

Monitor the service quality of existing treasury management clients and resolve service/product related issues.

Manages the documentation required for new and existing treasury clients.

Schedule Meetings with clients through personal calling efforts ,phone calls and emails to discuss business needs and recommend ways in which the bank can meet their needs.

Submit call memos, weekly and monthly sales report to head of unit.

Maintains an awareness of trends and new developments in the market

Ensure compliance with all regulations, policies, and procedures are adhered to.

Ensure that the customer-related queries are handled with complete customer satisfaction.

To maintain a professional service & high profile to enhance the reputation of the organization.

To ensure control requirements of the business are adhered to in line with Group policies

Knowledge Requirement

Good knowledge of Investment & Treasury structured product sales.

Good knowledge of financial market

Skill Requirement

Strong aptitude for Sales, lead management and deal closure.

Strong communications, negotiations skills

Good interpersonal skills.

Excellent leadership qualities with ability to motivate subordinates.

Strong analytical, problem solving and decision-making skills.

Personal Abilities

Strong aptitude for Sales, lead management and deal closure.

Good interpersonal skills

Good team player.

Requirements

Educational Requirements

University Graduate

Minimum of a 2nd Classdegree in a relevant course

Professional Requirements

Minimum 2 years.

Experience Requirements

Knowledge of the financialMarket.

Industries:Financial Services

Function: Others