KOLKATA · FULLTIME
Treasury Sales- Retail SME Segment _ Bank

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Kolkata · onsite · Posted 1d ago
Sourced from
₹18.0L - ₹25.0L PA4–9 yrsfulltimeKolkata
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Section · 01
About this role
Role & responsibilities
- Lead the advisory and sales for Foreign Exchange (FX), Derivatives, and Risk Management Solutions to SME and retail clients, to deliver customized solutions aligned with their financial goals and requirements.
- Spearhead the sourcing of new clients to offer customized FX solutions in compliance with regulations, while ensuring tailored strategies to meet the specific needs.
- Continuously monitor existing portfolio to track performance metrics across volumes/income to drive FX business growth.
- Contribute to product development initiatives by gathering client feedback, supporting technology adoption.
- Coordinate documentation processes for FX transactions, ensuring timely and accurate completion in collaboration with internal teams and clients.
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Section · 02
Skills
SalesTreasury