Job Description
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.
The role’s objective is :
- 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 Bank’s processes and policies
Job Responsibilities(JR)
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 Bank’s credit and market risk when offering products to customers
- Graduation: Any
Post graduate. MBA qualifications in Finance
Key Skills(examples listed below)
- Treasury product knowledge, including knowledge about pricing. Superior knowledge of global 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
Skills Required
treasury transactions;Dealer;NR customers;Wealth Customers;driving revenues;Direct Coverage
Location
Mumbai
Years Of Experience
1 to 5 Years