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
  • Finance
  • Accounting
  • Audit