Relationship Manager – Treasury Sales – Bank

Talentcareer; India; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

A financial services firm in India is looking for a Treasury Sales professional responsible for providing FX and interest rate hedging solutions. The role involves managing client relationships, developing new partnerships, and launching products to improve efficiency. Strong knowledge of treasury products and compliance is essential. The candidate will also publish market research and support the bank's relationship banking culture.

Responsibilities

• Provide FX and interest rate hedging solutions to customers.
• Manage existing client relationships and develop partnerships.
• Generate new business to increase Treasury Sales income.
• Launch new products to improve desk efficiency.
• Publish market research and Forex rates to clients.

Job description

– As member of Treasury Sales desk: responsible for providing FX and interest rate hedging solutions to customers, managing existing client relationships and to develop partnership with Relationship Managers to jointly generate and grow profitable business. The main responsibilities include:

– Interaction with corporate clients, offering hedging solutions to customers through customized OTC products to hedge FX and interest rate exposures.

– Understand the client’s business environments, strategies, and industry to provide the best risk management solutions.

– To expand the list of existing treasury corporate relationships and generate new business to increase the overall Treasury Sales income.

– Launch new products – actively engage in developing policies and processes to improve desk efficiency and support new product initiatives.

– End-to-End coordination with the Relationship Managers for limit setup.

– Seamlessly handle post-deal documentation.

– To publish market research and daily Forex rates to current and prospective clients.

– To prepare monthly MIS and Treasury Sales reports for senior management.

– Co-ordinate with internal departments like marketing, technology teams, legal, compliance teams etc. to drive business growth.

– Support the bank’s strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.

– To ensure compliance with regulatory and internal guidelines, policies and laws.

– Sales of entire gamut of treasury products: FX, Options, Swaps & derivative structures; Credit sales: CP’s & NCDs; Digital channels: FX-Online, FX-Markets, OCM, i-Treasury.

– Acquiring new corporate & managing existing relationships and executing FX & derivative deals.

– Achieving higher income growth and FX volumes through increased FX and Working Capital wallet.

– Successfully enabled transition of clients to proprietary Online Dealing Platform on the bank and Bloomberg FXGO