PROFILE INTRODUCTION
Our client a reputable tier-2 bank with a strong commitment to providing high-quality financial services to their valued customers seeks dynamic and motivated Treasury Direct Sales Representatives to join their team and contribute to their mission of financial excellence. This position plays a crucial role in building and maintaining customer relationships while providing expert guidance on treasury product investments.
Roles & Responsibilities:
Develop and implement effective sales strategies to achieve and exceed sales targets for the treasury products.
Identify and prospect potential clients, including individuals, corporations, and institutional investors, to expand the bank’s client base.
Provide personalized financial advice and solutions to clients based on their financial goals and risk tolerance.
Educate clients on the benefits of investing in treasury products.
Stay updated on market trends, interest rates, and economic conditions to provide informed recommendations to clients.
Facilitate the purchase and sale of treasury products for clients, ensuring a smooth and efficient transaction process.
Manage client accounts and maintain accurate records of client interactions and transactions.
Collaborate with internal departments to address client inquiries and resolve any issues promptly.
Keep abreast of banking regulations and compliance requirements to ensure all activities are in adherence to legal and ethical standards.
KEY COMPETENCIES:
Communication Skills
Financial Knowledge
Customer Relationship Management
Sales Experience
Analytical and Problem-Solving Abilities
Teamwork and Independence.
MINIMUM REQUIREMENTS:
Bachelor’s degree in finance, economics, or a related field.
Previous experience in sales, particularly in treasury or financial products, is preferred.
Understanding of foreign exchange (FX) and money markets.
Excellent communication and interpersonal skills.
Strong analytical and problem-solving abilities.
Proven track record of meeting or exceeding sales targets.
Knowledge of treasury products
Ability to work independently and as part of a team.
Exceptional customer service and relationship-building skills.
Proficiency in financial software and Microsoft Office applications.
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