Treasury Sales Dealer

Position: Treasury Sales Dealer

Industry: Fintech

Location: East & West Africa

The Job

We’re growing. We’re therefore looking for a talented, motivated, dedicated, experienced, detail oriented and proactive treasury sales relationship officer to join our dynamic treasury team. The main purpose of this role is to implement the Treasury Sales business strategy with the company’s strategy, policies and procedures. The Treasury sales officer will be responsible for developing new forex relationships, starting from lead generation to closure of forex deals with new customers. The main objective is to grow forex income by growing and maintaining a portfolio of clients within the different market segments. This will incorporate strong personal drive in prospecting and acquiring new customers, pursuing incremental business within the existing customer base, managing customer expectations to sustain the business relationship and providing business advice that will benefit the client.

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.