Treasury Specialist Wealth Management

6.00 to 8.00 Years Delhi 23 Oct, 2019

Job Location	Delhi
Education	Not Mentioned
Salary	Not Disclosed
Industry	Education / Training
Functional Area	Sales / BD
EmploymentType	Full-time

Job Description

Deliver business clients and retail clients Fx budget
Work closely with zonal stakeholders such as Regional Head for Business Banking, Team Leader & Relationship Manager Business Banking based out of major branches in the region
Work closely with Business Banking RM s and PIB, PFB Relationship Manager to deepen product penetration and client activation
Leverage the trade business to create and augment Fx revenue through both cash and forward contracts
Work closely with Business Banking acquisition team and EB team to source Fx business
Ensure visibility of Fx through regular communication to front line
Visit branches in mapped zone to focus on retail Fx business
Present updates on product in monthly review meetings
Train internal stakeholders such as RM / SM on Fx product opportunities and processes
Identify and generate prospective opportunities in the existing portfolio and driving Fx revenues including forward limits setup with RM s
Use systems such as CTMT and CEMS to identify NTP prospects
Analyse data provided by WMPS MIS team to identify opportunities and drive business growth
Joint calls with RM s for onboarding / activation of new customers
Ensure compliance with policies and procedures on an ongoing basis

Our Ideal Candidate

Post graduate with 6 years of working in trade / Fx business
Knowledge of foreign exchange, financial markets and relevant regulatory guidelines
Ability to manage multiple branches / stakeholders (internal & external) with the aim of driving compliant business growth
Effective communication and presentation skills
Able to deliver under pressure
Strong analytical and problem-solving skills with ability to work in teams effortlessly

Apply now to join the Bank for those with big career ambitions.,

Keyskills :
trade activations acquisition retail relationshipmanagement revenue regionalmanager

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Treasury Specialist Wealth Management

Job Description

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