Job Purpose:
Grow the Treasury Sales business catering to treasury clients of SME Segment
Devising the strategy for onboarding and delivering T&M solutions to SME clients. Structure solutions to
optimise currency and interest rates risk management for clients for their LT exposure
Key Accountabilities:
Contribute to the Fx and Derivatives Sales budget for T&M and achieve individual profit targets with an
acceptable ROE.
Enhance product, processes & delivery capabilities in FX and Derivatives Sales with strong risk
management and corporate governance.
Build strong client relationships; close coordination with IBG/ GTS to identify and on-board new
relationships for the Bank
Build strong internal relationships with IBG, GTS, Trading desk, T&M-HO to deliver client solutions
Understand the product gap and work with client solutions team to build the product offering
Maintain high level of knowledge across all the T&M products and offerings.
As a Team Player, work closely with sales team and support BU head in collating MIS and reports from
time to time.
Strictly adhering to all internal and external regulations at all points of time
Key contributor to the FX MTJ journey and deliver on the Lever, Drivers and Outcomes.
Develop relationship with key intermediaries, ecosystem partners, industry associations and organize
events in partnership with them
Job Duties & responsibilities:
Execute treasury transactions for SME
Work with various internal stakeholders to develop new treasury products, delivery model and industry
insights
Offer customized Fx & Interest rate risk management solutions to clients
Work with clients to bring efficiencies in their treasury processes (digital delivery), having focused
conversations, sharing market updates, product ideas & executing them
Managing BAU flow business activities, transaction handling and reporting of trade/loan transactions
Ensure appropriate Management Information & Control systems are in place
Build relationships with IBG/ GTS teams to increase T&M cross-sell in the portfolio
Experience & Education / Preferred Qualifications:
Post-Graduation in Finance (MBA/ CA), CFA and/or FRM will be added advantage
Tracking Financial Market updates and key macro / micro events.
Core Competencies:
Networking amongst the various market participants, internal stakeholders
Good interpersonal and communication skills; relationship driven
Ability to work in teams.
Analytical bent of mind, strong attention to details.
Strong penchant for financial markets, Technical analysis added advantage
High level of self-motivation and keenness to learn financial market products
Technical Competencies:
Knowledge of financial markets and the prevailing regulatory framework /guidelines in T&M space.
Ability to understand and analyse trends in the financial markets to offer quality risk management solutions
to clients
Work Relationship:
Functional reporting to VP – Sales, Treasury & Markets
Working closely with Corporate Banking relationship managers, GTS team & trading team to identify and
pursue cross-sell opportunities in the portfolio
Coordination with other T&M sales team members and support unit partners
Experience – 8-12 years