Job Description
Job Summary
- The Treasury Officer is responsible for building and managing strategic relationships for fixed deposit customers, serving as the single point of contact for new business as well as existing portfolios. ]
- He/She will manage the funds of HNI (high net worth) customers.
Duties & Responsibilities
- Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
- Cultivate new clientele on a regular basis.
- Cultivate and maintain courteous and efficient relationships with clients.
- Timely response to feedback and other customer-related issues or requests.
- Participate in creating new and better marketing based on field experience.
- Visit, engage prospect,s and maintain the liability generated
- Propose services, upsellin,g and cross-selling whenever possible
- Recruit, train,n and build a sales team across the country
- Increase the number of Treasury services taken up by Clients
- Ensure the effective, high-quality management of Clients
- Conduct periodic competitor analysis, reviewing product rates and requirements
- Prepare and send a periodic report to management
- On board and manage subordinates to maintain a consistently high number of prospects, and with a
- high conversion rate
- Train IMTs and Treasury Admin on the various Treasury products and relevant company policies
Qualifications
- Minimum Education level – First Degree in any discipline from a reputable academic institution.
- Post-graduate Qualifications (s) and professional membership will be an added advantage.
- 3+ years of experience in sales and business development.
- Demonstrated track record of meeting/exceeding goals as an individual contributor.
- Successful experience building a territory from little or nothing.
- Skilled at building rapport, opening doors, and understanding the business requirements of senior decision makers