Treasury Sales Manager (1).
Job Purpose:
Responsible for the Treasury sales desk for providing hedging solutions to the customers, managing existing client relationships while growing the client base, supervising subordinates and developing partnerships with Relationship Managers to jointly generate and grow profitable treasury business.
Main Responsibilities:
Develop and implement the Treasury Sales Strategy to meet the targets set.
Grow the bank’s treasury customer base through recruitment of new clients as well as ensuring high levels of customer service and relationship management for existing clients.
Perform regular market analysis, ensuring that management is updated on Treasury market trends and behaviors; and appropriate responses are implemented.
Effectively market all Treasury Products to customers, and ensure action is taken on feedback received from stakeholers so that products remain fit for purposes.
Facilitate the understanding of treasury sales opportunities by staff in other departments i.e. Retail, Corporate etc. to achieve and surpass set targets.
Assist to promote treasury products and provide treasury advisory services to the bank’s customers
Work on business units’ referrals and structure tailor-made products /solutions to suit both customers’ hedging and investment needs.
Effectively cross-sell treasury products by organizing training programs and updating business units on treasury product developments
Gather treasury market intelligence to identify suitable products for product development.
Assist in product development.
Daily Responsibilities:
Monitor Foreign Exchange gains and volumes performance and provide suggestions for improvement.
Own the Foreign Exchange trading and revaluation Profits and Loss account.
To strengthen the NGOs portfolio penetration by working closely with Business units.
Prepare and implement a weekly customer visit plan.
Participate in client meetings, analyze client requirements and ensure implementation of solutions within agreed timeframes.
Ensure compliance with the Regulatory framework and Internal policies.
Conclude the Foreign Exchange deals (sale or purchase currencies) with clients on phone.
Provide sales support for Treasury Management products and services
Will be responsible for follow-up on cross-sales of specific treasury management customers and/or specific treasury management products
Assist in internal training on treasury services & products for Corporate, Business Banking and Retail staff and other bank personnel, as appropriate.
Meets with business teams to review their accounts and identify prospective customers for Treasury and cash management services.
Drive implementation of sales team performance plans, coaching them and holding them accountable for productivity
Educational qualifications and work experience:
Bachelor’s degree in accounting, Business administration, any other related field
Professional Certification: ACI Certificate, is an added advantage
A master’s degree in a business-related field is an added advantage.
More than 5 years' experience in Banking industry experience, Relationship Management, Treasury Sales, and Client Relationship Management
Excellent communication and stakeholder management skills
