Equity Dealer

Full time @CSB Bank posted 1 week ago in Banking - Treasury & Forex Email Job

Job Detail

  • Job ID 6169

Job Description

Trade & FX RSM – Large Corporates| New Delhi

1. Increase trade & Trade & Fx penetration 
2. Increase of Trade & Trade & Fx revenue
3. Support Large Corporate RMs for scoping market for Trade & Fx products including Structured Deals
4. Close coordination with treasury/dealing room for booking Trade & Fx rates and completion of transaction.

  • Ensure Trade & Fx penetration in potential Large Corporate clients.
  • Ensure revenue generation as per budget from Trade & Fx clients.
  • Identify prospect from existing Customer for Trade & Fx penetration and increase product penetration.
  • Provide guidance to RMs in terms of scoping the market for Trade & Fx intensive clients to be acquired as New to Bank Clients (NTB)
  • Regularly meet Trade & Fx clients, both existing & potential, along with RMs and help in NTB acquisition by preparing client specific USP/pitch points. 
  • Regularly monitor Trade & Fx flows and ensure those to be in line with Client potential/commitment to route through us.
  • Coordinate closely with Treasury & Corporate Branches to ensure all Trade & Fx transactions happen at the agreed rates and if possible do the trending.
  • Structured Trade Finance and Solutioning including Supply Chain Financing
  • Work towards maximization of EEFC balances.
  • Wallet and Account Planning
  • Closure of Regulatory O/s

Qualification: Graduate/Post Graduate

Experience: 14 to 18 years 

Experience Level

Executive Level

Required skills

Banking - Treasury & Forex

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