Assist in converting Advised FX business from the 'private banking segment'.
Responsibilities
Be the coordinator for all Advised FX related sales activities To maintain close contact and relationship with respective portfolio of customers such that we remain one of their main banks getting a major share of their wallet.To support branch IA / IS / SSO / BDM and develop active sales momentum for personal banking customers with FX needs To focus on retail product propositions across all advised FX related products To coach IA / IS / SSO / BDM on enhancing FX business generation opportunities to do joint customer calling / meeting with IA / IS / SSO / BDM and understand the client need and advise them accordingly To ensure optimum client calls are conducted on a weekly basis to maximize transactionsIntra organization liaison ensuring service delivery to clients To work closely with all product and channel partners from RBG so as to maximize opportunities provided through regular contacts, feedback, coordination and cross referrals
Customer Facing Activities:
Selling cash FX trading: giving clients active trade suggestions using own funds Dual Currency Product: Enhanced yield product that provides short term enhanced yield on free cash lying with client and ensures funds remain within the bank.
Margin FX trading: Provides those clients with higher risk appetite trading opportunities on any G7 pairs.
Sale of Margin Options
To support specialists & Branch SSOs to enhance FX business generation opportunities
To proactively drive new-to-bank business and increase presence in the identified target segments
Qualifications
Good communication and analytical skills
Related sales experience in institutions with primary business of FX will be an added advantage
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