Treasury Direct Sales Representative at Stratostaff

 PROFILE INTRODUCTION  

Our client a reputable tier-2 bank with a strong commitment to providing high-quality financial services to their valued customers seeks dynamic and motivated Treasury Direct Sales Representatives to join their team and contribute to their mission of financial excellence. This position plays a crucial role in building and maintaining customer relationships while providing expert guidance on treasury product investments.

Roles & Responsibilities:

• Develop and implement effective sales strategies to achieve and exceed sales targets for the treasury products.
• Identify and prospect potential clients, including individuals, corporations, and institutional investors, to expand the bank’s client base.
• Provide personalized financial advice and solutions to clients based on their financial goals and risk tolerance.
• Educate clients on the benefits of investing in treasury products.
• Stay updated on market trends, interest rates, and economic conditions to provide informed recommendations to clients.
• Facilitate the purchase and sale of treasury products for clients, ensuring a smooth and efficient transaction process.
• Manage client accounts and maintain accurate records of client interactions and transactions.
• Collaborate with internal departments to address client inquiries and resolve any issues promptly.
• Keep abreast of banking regulations and compliance requirements to ensure all activities are in adherence to legal and ethical standards.

 KEY COMPETENCIES:                                                                       

• Communication Skills
• Financial Knowledge
• Customer Relationship Management
• Sales Experience
• Analytical and Problem-Solving Abilities
• Teamwork and Independence.

 MINIMUM REQUIREMENTS:                                                                 

• Bachelor's degree in finance, economics, or a related field.
• Previous experience in sales, particularly in treasury or financial products, is preferred.
• Understanding of foreign exchange (FX) and money markets.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proven track record of meeting or exceeding sales targets.
• Knowledge of treasury products
• Ability to work independently and as part of a team.
• Exceptional customer service and relationship-building skills.
• Proficiency in financial software and Microsoft Office applications.