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Corporate Dealer TAG - NR, with A large private Bank

Corporate Dealer TAG - NR, with A large private Bank

Riverforest Connections Private LimitedMumbai, MH, Maharashtra, India
30+ days ago
Job description

Job Responsibilities :

  • 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.

Role's objective :

  • 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.
  • 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
  • Candidate Profile

    Graduate / Post Graduates with 3 Years + experience in Treasury Sales, Hedging, Swap rates , Derivative Sales, FX sales and should have been dealing with NR / NRI / Wealth Clients.

    Should have good knowledge on Treasury & Forex Products

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    Dealer Large Private • Mumbai, MH, Maharashtra, India