Job Requirement:
Educational qualification: -
•Graduation: Any
•Post graduate. MBA qualifications in Finance
•Experience of 2-10 years in relevant field
Key Skills
•Treasury product knowledge, including knowledge about pricing. Adequate knowledge of markets, with ability to interpret these data and use it for business opportunities
•Compliance and TAT orientation
•Eagerness to learn
•Good communication skills
•Strong analytical and mathematical acumen, data interpretation skills
•Good Relationship skills and sales management skills with a focus on customer delight
•Team player
•Regulatory knowledge
•Grooming (critical as need to interact with customers)
•Extremely high levels of integrity
•Ability to Multi-task
Job Responsibilities:
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 allocated customers
•Increase Trade and FX wallet share of the customers
•Grow derivative business in the given set of customers
•Develop plans for driving revenues and growth amongst customers, evaluating the segments for new business possibilities
Relationship Management – External and Internal -
•Direct coverage of customers more at the operating level of the customer.
•Build relationships at the relevant levels of the customers and leverage the relationships for enhanced business. The customers allocated to this role would be mostly simple customers with more transactional requirement, rather than hedging requirements.
•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.
•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 the corporate
•Manage Bank’s credit and market risk when offering products to customers
•Evaluate the Reputational and Legal Risk for the Bank on product offerings to customers in line with suitability and appropriateness policy.