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Description:

Job Purpose
The Treasury Sales Manager will be responsible for leading a team to drive growth in treasury products (FX, money markets and liquidity solutions) targeting corporate, SME, and Retail clients. Drive revenue growth and expand client relationships by providing expert treasury solutions. Act as a treasury product partner to Corporate and Retail Relationship Managers and formulate treasury sales strategies aimed at increasing banks’ forex position in the market by building a strong customer base. Identify new business opportunities, build strong relationships with corporate clients, and deliver tailored treasury products. Analyze local and global market data, trends, and drivers to advise internal stakeholders and clients.

Summary of Key Responsibilities:

• Develop and Implement the Treasury Sales Strategy to meet the set targets
• Prepare and distribute market commentary and participate in client meetings to share insights
• Making regular market analyses to ensure the bank is updated on market trends and behaviors
• Effectively market all Treasury Products to customers and report on feedback received from Stakeholders
• Monitor Foreign Exchange gains and volumes performance and provide suggestions for improvement
• Ensure profitability from all Treasury products and own its performance
• Coordinate with assigned Lending Officers to support and develop relationships with business clients and partners
• Actively market in FX Spot, FX forwards, and derivatives to customers and enhance the business turnover and profitability.
• Contributing to the development of business opportunities in collaboration with other key product, service, and risk control teams in the bank and enhancement of the customer, treasury service and product offering are the expected deliverables in this role.
• Prepare analysis pro forma and sales proposals for client presentations
• Managing existing client relationships and constantly tapping new business by effective alignment of client's needs.
• Monitoring service levels and implementing strategic measures to improve customer satisfaction and overall profitability
• Cross-sell treasury products by organizing training programs and updating business units on treasury product developments.
• Prepare and implement a weekly customer visit plan
• Participate in client meetings and analyze client requirements;
• Follow up on customer queries and ensure implementation within a reasonable time
• Ensure compliance with the Regulatory framework and Internal policies
• Conclude the Foreign Exchange deals (sale or purchase currencies) with clients on the phone, email, or Virtually;
• Plan and Organize Customer events when necessary
• Understand client business goals, environments, strategies, and industry trends to become a trusted advisor and to identify solutions for customer pain points
• Participate in client calls and analyze client Treasury services requirements
• Perform risk monitoring for Treasury products and services and initiate credit and risk approvals
• Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time
• Administer work according to internal and external policies and procedures of the bank.

Required Skills and Competencies

• Excellent communication skills 
• Excellent Customer Service skills
• Strong problem-solving and analytical skills
• Leadership skills
• Able to modify sales approach to suit client personalities
• Ability to cope with organizational change in a positive manner
• Seize opportunities without direction
• Able to manage multiple demands and shifting priorities
• Good Analysis Skills
• Good Negotiating Skills
  
  

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Primary Areas of Accountability: