Treasury Sales Dealer
3 days ago
Promotes sales of Treasury products through frequent client meetings and discussions covering new products, market and industry developments relevant to the client context and linking it to SAB Treasury product offerings.
- Proactively search for potential customers, identify point of contact and, discuss Treasury product offerings to assess any potential opportunities.
- Develops knowledge of all the relevant Treasury product offerings such as spot, forwards, structured products/solutions etc. in order to communicate the product details and address any customer queries.
- Develops a good understanding of market dynamics and trends to enable timely market update to customers during meetings on interactions.
- Ensures that the customer requirements are successfully identified and follows up with the relevant stakeholders in Treasury to ensure timely delivery of solutions.
- Follows up with existing customers on a periodic basis to identify any new requirements.
- Manages relationships with existing clients and ensures that customers are highly satisfied with the delivered products/solutions.
- Supports the desk head in developing sales plans by providing inputs on existing clients, market developments and external environment trends etc.
- Works in close coordination with key stakeholders in Treasury as and when required to identify the right product offering for any unique customer needs.
Qualification and Experience:
- Bachelor's degree in Finance, Accounting, or Business Administration.
- Holding CFA & FRM certifications is highly preferred.
- Prior experience in Treasury within banking industry is a must.
Associate
Employment typeFull-time
Job functionOther
IndustriesBanking
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