ASSIST TREASURY SALES MANAGER

Mwanga Hakika Bank Limited; Porto; Presencial; EUR 60 000 - 90 000; Tempo integral

Resumo da oferta

Mwanga Hakika Bank Limited in Porto is seeking an ASSIST TREASURY SALES MANAGER to oversee liquidity and cash flows, drive trading and investment activities, and optimize treasury revenues and expenses against targets.

The ideal candidate holds a Bachelor's in Banking/Finance, 4+ years in treasury dealing, and relevant qualifications; you will lead sales processes, identify revenue streams, and coordinate cross-functional treasury activities to deliver consistent growth and client value.

Qualificações

• Bachelor's degree in Banking and Finance, or any other relevant field.
• Professional qualifications such as ACI Dealing certificate or CFA (or progress towards these) are an added advantage.
• Knowledge and experience of treasury management including managing complex loan portfolios, derivative arrangements, liquidity and cash flow forecasting and techniques for analysis of funding and hedging.

Responsabilidades

• Implement the Sales Process under the supervision of the line manager.
• Identify new revenue streams by exploring new market niches.
• Work closely with Business Units (Commercial Banking & Corporate and Consumer Banking) with a view to increasing the cross-selling ratio.
• Establish and maintain regular contact with key customers.
• Perform aggressive calling plans for the portfolio managed, including existing & expected FX clients.
• Ensure that the bank's clients are serviced efficiently by quick quotation of rates, quality input on the markets, and regular contact on the telephone, etc.
• Provide solutions for clients with value-added products.
• Responsible for coordinating Treasury sales activities.
• Ensuring diversification and quality of pipeline and revenues
• Delivering in-country FX Sales revenue as per agreed budgets.
• Managing a new client acquisition strategy to ensure a continued increase in new clients.
• Monitoring service levels and implementing strategic measures to improve customer satisfaction and overall profitability
• Draft and agree with line Managers action plans for sales for the portfolio managed.
• Identification of marketing strategies/opportunities that will assist in the sales process.
• Provide monthly sales performance updates to the line manager, including estimated revenues and customer migration/acquisition grid.

Conhecimentos

Strong business acumen

Excellent leadership skills

High level of organization

Ability to work under pressure

Knowledge of cash management principes

Knowledge of banking systems and flows

Good communication and interpersonal

Formação académica

Bachelor's degree in Banking and Finance or relevant field

ACI Dealing certificate or CFA progress

Descrição da oferta de emprego

About the job ASSIST TREASURY SALES MANAGER

JOB PURPOSE

The Treasury Dealer is responsible for overseeing liquidity and cash flows, Trading activities, as well as investment activities with a view to optimizing both Treasury revenues and expenses in line with the unit set targets.

SUMMARY OF THE KEY DUTIES AND RESPONSIBILITIES

• Implement the Sales Process under the supervision of the line manager
• Identify new revenue streams by exploring new market niches.
• Work closely with Business Units (Commercial Banking & Corporate and Consumer Banking) with a view to increasing the cross-selling ratio.
• Establish and maintain regular contact with key customers.
• Perform aggressive calling plans for the portfolio managed, including existing & expected FX clients.
• Ensure that the bank's clients are serviced efficiently by quick quotation of rates, quality input on the markets, and regular contact on the telephone, etc.
• Provide solutions for clients with value-added products.
• Responsible for coordinating Treasury sales activities.
• Ensuring diversification and quality of pipeline and revenues
• Delivering in-country FX Sales revenue as per agreed budgets.
• Managing a new client acquisition strategy to ensure a continued increase in new clients.
• Monitoring service levels and implementing strategic measures to improve customer satisfaction and overall profitability
• Draft and agree with line Managers action plans for sales for the portfolio managed.
• Identification of marketing strategies/opportunities that will assist in the sales process.
• Provide monthly sales performance updates to the line manager, including estimated revenues and customer migration/acquisition grid.

KEY COMPETENCIES REQUIRED AND ACADEMIC BACKGROUND

(Knowledge, skills, qualifications, and experience required for satisfactory job performance)

A: Required Qualifications

Bachelor's degree in Banking and Finance, or any other relevant field.

Professional qualifications such as ACI Dealing certificate or CFA (or progress towards these) are an added advantage.

Knowledge and experience of treasury management including managing complex loan portfolios, derivative arrangements, liquidity and cash flow forecasting and techniques for analysis of funding and hedging.

B: Required Experience:

Minimum of 4 years of experience in Treasury dealing.

C: Required knowledge and skills

Strong business acumen

Excellent leadership skills

High level of organization

Ability to work under pressure.

Knowledge of cash management principles

Knowledge of banking systems and processes

Good communication and interpersonal skills