Manage FX sales business for SME & Retail clients for Bangalore region.
Core Responsibilities
Responsible for ensuring that SME & Retail customers receive a professional and consistent high quality service in line or above industry standards. Core responsibility includes:
- Generate revenue from sale of vanilla FX products to the bank’s clients including Business Banking and SME clients;
- keep track of their open positions and constantly advise the client on these positions on the basis of technical analysis, macro and micro economic and fundamental research;
- Increase volume from clients by repetitive client calling and sharing trading / hedging ideas;
- Constantly engage with the Financial Markets risk advisors, relationship managers and other product partners to leverage the client relationship, deepen existing relationships and acquire new ones;
- Conduct periodic reviews with business teams to identify additional opportunities in existing clients and identify NTB pipeline
- Meet with allocated clients to augment the relationship;
- Strict adherence to RBI guidelines in executing and conducting Financial Markets business;
- Responsible for all OTD and transactional documentation for FX business undertaken with the bank’s clients;
- Vet credit proposals to ensure adequate treasury limits are proposed/sanctioned in the same
- Responsible for all One Time Documentation and transactional documentation for FX business undertaken with the bank’s clients;
- Generate FX income as top line revenue for the Bank.