Overview
As a Corporate Dealer in the Treasury Advisory Group, your role involves providing Treasury Product offerings across FX and Derivative products to defined customers of the Bank. Your responsibilities include:
- Ensuring business unit and revenue delivery as per the plan
- Growing the business in each segment of the coverage, focusing on ROE for the Bank
- Increasing market and wallet share of FX business for the customers covered
- Building strong relationships with external and internal stakeholders
- Focusing on the fulfillment of all treasury transactions in adherence to the Bank's processes and policies
- Handling transactions of all customers not allocated to any tag resources
- Achieving the budgeted Revenue and Volume target at the customer and segment level for the customers allocated
- Maximizing revenue for the desk while handling all non-allocated customers
- Increasing Trade and FX wallet share of the customers
- Growing derivative business in the given set of customers
- Developing plans for driving revenues and growth amongst customers
- Evaluating the segments for new business possibilities
- Directly covering customers more at the operating level
- Building relationships at the relevant levels of the customers and leveraging the relationships for enhanced business
- Managing internal stakeholders such as relationship managers, credit risk officers, and operations units to achieve objectives
- Providing risk management and risk mitigation ideas for the corporate
- Managing Banks credit and market risk when offering products to customers
- Evaluating the Reputational and Legal Risk for the Bank on product offerings to customers
- Ensuring fulfillment of all transactions in the given TAT with zero error while adhering to the process and policies of the Bank
- Hedging all positions arising out of the transactions covered
- Capturing all transactions in all the front office systems of the bank as per policy
- Ensuring all treasury-related documents are submitted by the customer in defined TAT
- Following the process of Suitability and Appropriateness policy of the Bank and adhering to the pre-defined processes
Qualifications required for this role include:
- MBA's / CA's with 3 years + relevant experience in Treasury Sales with MNC, Private or Public Sector Bank