JOB SUMMARY:

To work closely with both the sales and trading desk and understand Treasury functions both sales and trading plus understand the reports done by treasury department.

KEY RESPONSIBILITIES: 

• Working closely with dealers and accompany them in client visits and branch visits.
• Calling clients on daily bases and find briefing them on the current market trends.
• Assist in following up transaction done during the day.
• Assist in creating reports and bring in new ideas.
• Assist in sending markets reports to clients, staff of the banks, sending profit/ volume figures to branches.
• Assist Trading desk on inputting data on excel sheet.

KEY RELATIONSHIPS: 

Direct Reports to this Position

• Manager Retail Sales

Customers of this Position

• All Departments in the Bank
• All the Branch Heads, FX Champions at the branches

KEY COMPETENCIES: 

Knowledge: Skills and Experience required for this Role

• Bachelor’s degree
• Proficiency in Microsoft Office Suite. Especially Excel and PowerPoint.

Competencies required for this Role

• Dynamic, analytical, and self-driven individual with the ability to work under pressure.
• A passion for performance, team play and achievement in a competitive and dynamic environment.
• Hardworking, strategically minded individual with excellent communication, analytical and interpersonal skills.
• Ability to interact well with all levels of management and staff.
• Must have excellent leadership, organizational, and planning skills.

Problem Solving

• The person should have the ability to identify a customer need or problem and offering suggestions that will effectively solve the problem within the shortest time possible.
• Aids in the arbitration of branch-forex related issues with the respective Branch Managers/ABMs.

Accountability

• Delegated Authority