Description
Description
To market and manage HNIs and Corporate relationships through pro-active and consultative approach and detailed understanding of existing customers’ business (es) to enhance profit.
Acquire profitable customers for the treasury business through the creation, development and maintaining of Low Weight Average Cost of Funds.
To adhere all KYC requirement in strict compliance regulatory requirement.
Key Roles & Responsibilities.
Onboarding of new clients.
Selling of ARM’s High Yield Investment to Financial Institutions, Corporate clients and HNI’s.
Provide client support and product knowledge in relation to treasury management services.
Monitor the service quality of existing treasury management clients and resolve service/product related issues.
Manages the documentation required for new and existing treasury clients.
Schedule Meetings with clients through personal calling efforts, phone calls and emails to discuss business needs and recommend ways in which the bank can meet their needs.
Submit call memos, weekly and monthly sales report to head of unit.
Maintains an awareness of trends and new developments in the market
Ensure compliance with all regulations, policies, and procedures are adhered to. Ensure that the customer related queries are handled with complete customer satisfaction. To maintain a professional service & high profile to enhance the reputation of organisation. To ensure control requirements of the business are adhered to in line with Group policies
Requirements
Knowledge Requirement
Good knowledge of Investment & Treasury structured product sales.
Good knowledge of financial market
Skill Requirement
Strong aptitude for Sales, lead management and deal closure.
Strong communications, negotiations skills
Good interpersonal skills
Excellent leadership qualities with ability to motivate subordinates.
Strong analytical, problem solving and decision-making skills.
Personal Abilities
Strong aptitude for Sales, lead management and deal closure.
Good interpersonal skills
Good team player.
Experience Requirements
Minimum 7 years experience.
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