Company

RiverForest ConnectionsSee more

addressAddressMumbai, Maharashtra
CategoryFinance & Accounting

Job description

Job Description

Job Responsibiltes:

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
Handle transactions of all customers not allocated to any tag resources.

  • 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
Evaluate the Reputational and Legal Risk for the Bank on product offerings to customers in line with suitability and appropriateness policy


Educational Qualifications (examples listed below)
  • 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

Refer code: 853420. RiverForest Connections - The previous day - 2024-01-13 07:12

RiverForest Connections

Mumbai, Maharashtra

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