Treasury Sales Dealer
Job Purpose: A treasury management sale works in a defined territory with a specific customer base as a financial institution’s representative. The goal is to develop and retain a strong relationship with different segments of bank’s customers. Other job duties often include forecasting and planning. Exceptional soft skills, such as professionalism, communication, and teamwork, are imperative for success as a treasury management sale.
Main Responsibilities:
- Develop and Implement the Treasury Sales Strategy to meet the targets set.
- Making regular market analysis to ensure the bank is updated on market trends and behaviors.
- Effectively market all Treasury Products to customers and report on feedback received from Stakeholders.
- To maintain a high standard of customer service to increase Bank’s market shares vis-a-vis existing customers and enlarge the customer base.
- Leading, coaching and coordinating the FX&MM Sales activities and achievement of set targets.
- Offer Placements and investment products to clients with surplus liquidity.
Daily Responsibilities:
- Monitor Foreign Exchange gains and volumes performance and provide suggestions for improvement.
- Ensure profitability from all Treasury products and own its performance.
- Own the Foreign Exchange trading and revaluation Profits and Loss account.
- To strengthen the NGOs portfolio penetration by working closely with Business units.
- Prepare and implement a weekly customer visit plan.
- Participate in client meetings and analyze client requirements.
- Follow up on customer queries and ensure implementation within a reasonable time.
- Ensure compliance with the Regulatory framework and Internal policies.
- Conclude the Foreign Exchange deals (sale or purchase currencies) with clients on phone.
Educational qualifications and work experience:
- University Degree preferably in Accounting, Business administration, any other related field
- Professional Certification – ACI Certificate
- 3 or more years of progressive experience in Treasury Management in a commercial banking environment, and a Sales Background.
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