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Description:

Job Purpose
The Treasury Sales Manager will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Utilize networking, community, and public relations activities to identify prospective Treasury Management client opportunities. Perform product research and identify appropriate solutions for customer requirements and satisfaction. Take the lead in executing the Treasury Sales business strategy in accordance with the Head of Treasury Sales and Bank Treasury Sales Strategy and Policies & Procedures. Support Onboarding and Treasury Support teams as needed.

Summary of Key Responsibilities:

• Develop and Implement the Treasury Sales Strategy to meet the set targets
• 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
• Understand our competitors’ environment, capabilities, and gaps to effectively position the Bank for success.
• 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.
• Maintain a high standard of customer service in order to increase Bank’s market shares vis existing customers and enlarge the Corporate base
• 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 are required, both written and verbal
• Excellent Customer Service skills
• Strong problem-solving and analytical skills
• Leadership skills
• Able to modify sales approach to suit client personalities
• Adaptable, open to, and respectful of differing points of view
• 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: