Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
Meet, maintain and exceed set targets
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 prospects and maintain liability generated
Propose services, up-selling and cross-selling whenever possible
Increase 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
Evaluate structure, negotiate, and close new transactions, portfolio restructurings, rescheduling, capital increases, equity sales, etc.
Requirements
Minimum education level - First Degree in any discipline from a reputable academic institution. Post-graduate qualification(s) and professional membership will be an added advantage.
Demonstrated track record of meeting / exceeding targets as an individual contributor.
Successful experience building a territory from little or nothing.
Working knowledge of deal structuring and closing principals.