Team Member, Treasury Sales
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.
Method of Application
Interested and qualified? Go to ARM Hold Co. on jobs.workable.com to apply
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