Treasury Sales Specialist

Overview

From lead generation to closing currency deals with new customers, the Treasury Sales Officer will be in charge of cultivating new forex connections.

Responsibilities

• Boost the company's Treasury product sales. • Create and carry out sales strategies to draw in new clients. • Obtaining new clients should take up at least 90% of your time. • To increase the number of clients, take part in lead creation and market scoping. • Close FX transactions and introduce treasury solutions to prospective customers. • Oversee a group of foreign exchange clients and deals. • Retain frequent communication and everyday interaction with clients. • Maintain regular in-person contacts with Treasury clients. • Keep an eye on pending customer transactions and guarantee fair compensation. • Serve as the relationship team's main point of contact for clients. • Assist the Head of Treasury Sales in closely bringing on new, qualified clients. • Finish the client scoping process and seek out chances to showcase Treasury products. • Make sure the Treasury trading desk handles all foreign exchange transactions. • Work along with the Treasury dealer to oversee the FX trading activities. • Report on client meetings on a daily or weekly basis, including market scoping and profiling. • Provide an update on the client portfolio's growth, volume, profitability, and state of client boarding. • Help the Treasury Head with requests for ad hoc reports. • Keep up a solid compliance culture and follow all guidelines and standards established by the business. • Make sure every deal stays within the allotted budget.

Requirements

• Business administration, banking, finance, or a similar discipline as an undergraduate degree. • Having professional credentials is advantageous. • Five years minimum of experience in banking, preferably in treasury sales. It is quite ideal to have relevant expertise in retail banking, SMEs, corporate banking, wealthy banking, or treasury. • A strong clientele and a track record that demonstrates a thorough understanding of Treasury. • Extensive familiarity with contemporary financial services industry sales and marketing strategies. • excellent customer relationship management and sales abilities. • Strong knowledge of the treasury function and excellent networking skills. • Strong analytical abilities with the capacity to collect, examine, and understand data in order to offer solutions to clients. • Business savvy with the capacity to act quickly and decisively in order to optimize forex profits.