Treasury Sales Dealer job at I&M Bank Uganda | Apply Now

Client Relationship Management

• Develop and maintain strong relationships with corporate, institutional, and individual clients.

• Understand clients’ business needs and risk profiles to recommend appropriate treasury solutions.

• Actively market and sell treasury products (foreign exchange, fixed income, etc.) to potential and existing clients.

• Provide market insights and advisory services to clients, assisting them in navigating currency, interest rate, and liquidity risks.

• Monitor global financial markets and provide clients with timely updates on economic trends, currency, and interest rate movements.

• Execute client trades accurately and ensure best execution practices.

• Coordinate with trading desks to secure competitive pricing and manage transaction flows.

• Identify cross-selling opportunities with other departments to enhance client relationships and business turnover.

• Conduct on-site sales and service meetings with clients to understand their needs and offer tailored hedging solutions.

• Organize and lead client training sessions, ensuring they are well-informed about treasury products and services.

• Actively contribute to the development of marketing and training materials.

Sales and Performance Management

• Drive revenue growth by meeting and exceeding sales targets for treasury products.

• Generate daily sales performance reports and client call reports, tracking progress against set targets.

• Collaborate with branch teams to expand the bank’s market share and penetrate new customer segments.

• Maintain a portfolio of treasury clients, ensuring high levels of service and customer satisfaction.

• Conduct periodic visits to clients, enhancing relationships and fostering loyalty.

• Continuously promote the expansion of the treasury business through proactive customer engagement.

Risk and Compliance

• Ensure that all transactions and client interactions comply with internal policies, regulatory requirements, and risk management frameworks.

• Uphold high ethical standards in client dealings, ensuring transparency and integrity in all transactions.

• Manage risk by staying within defined parameters for all treasury-related actions.

Reporting and Documentation

• Maintain comprehensive and up-to-date records of client interactions, trade executions, and overall sales performance.

• Prepare and present regular sales and market activity reports to management.

• Ensure that client queries and concerns are escalated and resolved promptly, ensuring complete customer satisfaction.

Team Collaboration and Internal Coordination

• Work closely with relationship managers and other internal departments to ensure seamless delivery of services and products.

• Support the development and implementation of strategies to enhance the bank’s treasury offerings.