Treasury Sales Relationship Officer at Orchid HR Outsourcing

Responsibilities

Sales and Client Acquisition:

• Drive sales of the company’s treasury products.
• Design and implement sales plans to attract new customers.
• Focus on acquiring new clients (at least 90% of the role).
• Engage in market scoping and lead generation to expand the customer base.
• Present treasury products to potential clients and close FX transactions.

Client Management:

• Manage a portfolio of foreign exchange customers and transactions.
• Maintain daily contact and regular touch with clients.
• Conduct regular face-to-face interactions with Treasury clients.
• Monitor outstanding client deals and ensure proper settlement.
• Act as the primary point of contact for clients and the relationship team.

Collaboration and Coordination:

• Work closely with the Head of Treasury Sales to onboard relevant clients.
• Complete client scoping and look for opportunities to present treasury products.
• Ensure all FX transactions are routed through the Treasury trading desk.
• Collaborate with the Treasury dealer to manage FX trading functions.

Reporting and Compliance:

• Provide daily/weekly reports on client meetings, including profiling and market scoping.
• Report on client boarding status, growth, volume, and profitability of the client portfolio.
• Assist the Head of Treasury with ad-hoc reporting requests.
• Maintain a strong compliance culture and adhere to all company policies and procedures.
• Ensure all deals are within specified limits.

Customer Service and Relationship Management:

• Deliver superior customer service and ensure high-quality service to all clients.
• Engage with Corporates and NGO initiatives to grow the client base and product distribution.
• Undertake customer visits and joint visits with other team members

Additional Duties:

• Perform other duties as assigned by the Head of Treasury.
• Assist the Head of Treasury in achieving strategic and tactical objectives.

Requirements

• Undergraduate degree in Business Administration, Banking, Finance, or a related field.
• Professional qualifications are a plus.
• Minimum of five years in banking with a focus on treasury sales.
• Relevant experience in Treasury, Corporate Banking, SME Business, Affluent Banking, or Retail Banking is highly desirable.
• Proven track record demonstrating a deep understanding of Treasury, with a robust client network.
• In-depth knowledge of modern sales and marketing practices within the financial services industry.
• Strong sales and customer relationship management skills.
• Excellent networking abilities and a solid understanding of the treasury function.
• Strong analytical skills with the ability to gather, analyze, and interpret information to provide customer solutions.
• Business acumen with the ability to make informed judgments and quick decisions to maximise forex revenues.
• Proficiency in using computer applications is relevant to the role.