Job Description

Job Responsibilities:

• Dealer role in the Treasury Advisory Group is responsible for the Treasury Product offering across FX and Derivative products to Managed NR / Wealth customers (Individual / Corporate) of the Bank.

Role's objective :

• Ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank
• Increase market and wallet share of FX business for the customers covered
• Strong relationships with external and internal stakeholders
• Focus on fulfillment of all treasury transactions in adherence to the Bank's processes and policies
• Handle transactions of all customers not allocated to any tag resources.

Financial Objective

• Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated.
• Maximize revenue for the desk while handling all non-allocated customers.

• Develop plans for driving revenues and growth amongst customers, evaluating new products for new business.
• Relationship Management - external and internal
• Direct Coverage of allocated customers with a focus on FX and Rates advisory
• Manage the internal stake holders, viz. relationship managers in various Business groups, credit risk officers, Operations, etc. other units of treasury to achieve the objectives

• .Internal Processes
• Ensure fulfillment of all transactions in the given TAT, with zero error, while adhering to the process and policies of the Bank.
• Hedging of all positions arising out of the transactions covered
• Capturing all transactions in all the front office systems of the bank as per the policy
• Ensuring all treasury related documents are submitted by the customer in defined TAT
• Follow the process of Suitability and Appropriateness policy of the Bank and adhere to the pre-defined processes.

• Risk Management and Risk mitigation
• Risk management and Risk mitigation ideas for customers disseminated through relationship managers
• Manage Bank's credit and market risk when offering products to customers

Skills Required