Job closed
Ref: KP709-2084
Job description / Role
Shareholder & Financial:
- Assists in implementing strategies to position the Group’s treasury as a major player in the corporate treasury segment.
- Assists in the achievement of set targets/ objectives, business growth and expansion for the Corporate Sales Unit.
Customer (Internal & External):
- Assists in building and maintaining strong and effective relationships with all other related units to achieve the Corporate Treasury Sales Unit goals/objectives.
- Provides timely and accurate information to the external and internal auditors, the Compliance function and Group Risk as and when required.
- Assists in maintaining relationships with corporate clients.
Internal (Processes, Products, Regulatory):
- Performs activities to assist in the achievement of the Corporate Sales and Marketing Strategy and to meet the corporate sales budget.
- Complies with the department’s policies and procedures for conducting sales calls and visits, preparing presentation on products internally and externally, maintaining the contact database and maintaining/ collating MIS pertaining to profitability/ revenue
- Assists in developing new corporate relationships
- customers and to cross sell treasury services
- Maintains and updates the database for corporate treasury customers
- Performs calls and premise visits to existing and potential corporate customer in accordance with the Senior Dealer Corporate Sales instructions and the delegated authority to solicit additional business
Learning & Knowledge:
- Identifies related areas for professional development of self and others.
Other:
- Ensures high standards of confidentiality and ethics to safeguard commercially sensitive information
- All other ad hoc duties and/or activities related to THE BANK that management may request of the employee from time to time.
Requirements
- Bachelors Degree in Business, Finance, Marketing, Economics.
- 4-6 years treasury sales experience, preferably with corporate treasury sales
Required Special Skills:
- Excellent oral and written communication skills in English.
- Exceptional presentation skills.
- Good MS Office skills (Word, Excel, PowerPoint).
- Good knowledge of a wide range of treasury products.
- A strong customer service orientation with exceptional knowledge of Customer Relationship Management (CRM).
- Proven marketing and sales skills.
- Understanding of the relevant laws, regulations and practices.
- Good interpersonal skills.
- Undoubted ethical awareness and conscious of risks being undertaken.
- Profit and results driven.
Operating Environment/ Location:
- The referenced position will be based in Country and will involve liaison with the support functions at HO and the Branch.
- Will require offsite visits to clients.
Framework and Boundaries:
- Group’s overall strategic plan.
- Budgetary/ scorecard targets.
- Applicable policies and procedures.
- Group’s limits.
- Relevant regulatory pronouncements of the applicable local and international regulators and related best practices.
- Delegated authority.
- Instructions of Senior Dealer Corporate Sales.
Communications and Working Relationships:
- Reports to the Senior Dealer Corporate Sales on an ongoing basis provide progress updates, receive instructions and guidance, resolve sales issues and receive higher approval where needed.
- Works with senior staff to ensure that treasury products and service meet customer needs and to provide adequate treasury training and knowledge.
About the Company
Building businesses, changing lives
At Tandem, we’ve built a vast network of top-tier professionals across the globe. We empower businesses to thrive by delivering unmatched talent solutions. With our global reach, collaborative approach, and unwavering commitment to excellence, we drive transformative growth and shape exceptional teams.
Who we are.
We are a team of industry experts, driven by a passion for innovation and excellence. We are dedicated to providing unique talent solutions and nurturing collaborative partnerships that redefine success.