Team Member, Treasury Sales at ARM Hold Co.

Description

• To market and manage HNIs and Corporate relationships through pro-active and consultative approach and detailed understanding of existing customers’ business (es) to enhance profit.
• Acquire profitable customers for the treasury business through the creation, development and maintaining of Low Weight Average Cost of Funds.
• To adhere all KYC requirement in strict compliance regulatory requirement.

Key Roles & Responsibilities.

• Onboarding of new clients.
• Selling of ARM’s High Yield Investment to Financial Institutions, Corporate clients and HNI’s.
• Provide client support and product knowledge in relation to treasury management services.
• Monitor the service quality of existing treasury management clients and resolve service/product related issues.
• Manages the documentation required for new and existing treasury clients.
• Schedule Meetings with clients through personal calling efforts, phone calls and emails to discuss business needs and recommend ways in which the bank can meet their needs.
• Submit call memos, weekly and monthly sales report to head of unit.
• Maintains an awareness of trends and new developments in the market
• Ensure compliance with all regulations, policies, and procedures are adhered to. Ensure that the customer related queries are handled with complete customer satisfaction. To maintain a professional service & high profile to enhance the reputation of organisation. To ensure control requirements of the business are adhered to in line with Group policies

Requirements

Knowledge Requirement

• Good knowledge of Investment & Treasury structured product sales.
• Good knowledge of financial market

Skill Requirement

• Strong aptitude for Sales, lead management and deal closure.
• Strong communications, negotiations skills
• Good interpersonal skills
• Excellent leadership qualities with ability to motivate subordinates.
• Strong analytical, problem solving and decision-making skills.

Personal Abilities

• Strong aptitude for Sales, lead management and deal closure.
• Good interpersonal skills
• Good team player.
• Experience Requirements
• Minimum 7 years experience.