Sales Dealer at NCBA Group

Job Purpose Statement

Under the guidance of the Head of Global Market Sales, You actively participate in the formulation and implementation of the Market Sales Strategy in line with the NCBA Bank Global Market Sales Strategy and requirements. You will make markets in your team's particular range of products, especially in FX like Spot, FX forward, FX Swap and investments. You will be managing risk, liquidity and exposure and you will support and manage all aspects of the sales desk. You will act as the primary point of contact for both internal and external Global Market Sales clients, by phone and email while ensuring regular face-to-face engagements to provide thoughtful and analytical market updates, product information and strategic advice and grow assigned portfolio by acquisition of new clientele. You will coordinate efforts with credit portfolio management, relationship management, operations, legal and other groups to support FX marketing for specific customers and for the overall desk. 

Key Accountabilities (Duties and Responsibilities)

Financial 55% 

• Deliver the Global Markets FX Sales income budget.
• Optimization of income through profitable sales of Foreign Exchange and other Treasury products.
• Actively manage a portfolio of clients exclusively with the objective of increasing the banks share of business
• Ensure revenue growth for the bank through cross selling of other bank products to existing and new Treasury clients
• Use data analytics to assess portfolio health and forecast future growth path.

Internal business processes 10% 

• To provide portfolio monthly performance report to management.
• Understand and ensure compliance with all applicable laws, regulations and guidelines the Group’s policies and procedures; and the Group code of conduct.
• Effectively and collaboratively, identify, escalate and resolve risk and compliance matters.
• Comply with data confidentiality requirements
• Engage with all audit report findings, relevant to the Sales business and ensure feedback is acted upon.
• Adhere to all Treasury processes in line with the approved policies and procedures.
• Timely and accurate input of all the deals concluded in the dealing system, facilitate efficient settlement of all merchant trades and ensure deal information sent to the back office is in the required format.
• Assist in the department’s regular activities in the absence of other dealers.

Customer 25% 

• Understand drivers of relevant markets and establish a high degree of competence with clients around executing trades.
• Grow FX portfolio by ensuring client retention and acquisition of new clientele.
• Build a deeper understanding of user behaviours and use predictive analysis and experimentation to identify the corresponding business opportunities.
• Prepare client-meeting plans in coordination with the relationship managers under the respective portfolios, visit them on regular basis, and to log visit reports on CRM and follow-up actions.
• Prepare and deliver customer presentations articulately and confidently

Learning and growth 10%

• Take up development programs to ensure continuous enhancement of own competences.
• Contribute to continuous process improvement and sharing best practice.
• Provide timely and continuous product training to all RMs, branch staff and other business units across the bank
• Attend all scheduled trainings and complete all elearning modules. 

Job Specifications

• Academic: University degree or equivalent
• Professional: ACI Certification

Desired work experience:

• At least 3 years’ experience in Treasury business in an active sales role.