Treasury Officer at The Concept Group

Job Summary

• The Treasury Officer is responsible for building and managing strategic relationships for fixed deposit customers, serving as the single point of contact for new business as well as existing portfolios. ]
• He/She will manage the funds of HNI (high net worth) customers.

Duties & Responsibilities 

• Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
• Cultivate new clientele on a regular basis.
• Cultivate and maintain courteous and efficient relationships with clients.
• Timely response to feedback and other customer-related issues or requests.
• Participate in creating new and better marketing based on field experience.
• Visit, engage prospect,s and maintain the liability generated
• Propose services, upsellin,g and cross-selling whenever possible
• Recruit, train,n and build a sales team across the country
• Increase the number of Treasury services taken up by Clients
• Ensure the effective, high-quality management of Clients
• Conduct periodic competitor analysis, reviewing product rates and requirements
• Prepare and send a periodic report to management
• On board and manage subordinates to maintain a consistently high number of prospects, and with a
• high conversion rate
• Train IMTs and Treasury Admin on the various Treasury products and relevant company policies

Qualifications

• Minimum Education level – First Degree in any discipline from a reputable academic institution.
• Post-graduate Qualifications (s) and professional membership will be an added advantage.
• 3+ years of experience in sales and business development.
• Demonstrated track record of meeting/exceeding goals as an individual contributor.
• Successful experience building a territory from little or nothing.
• Skilled at building rapport, opening doors, and understanding the business requirements of senior decision makers