The genesis of The Concept Group was initially borne from a functional and structural approach, simply delivering better effectiveness through shared services of back office functions for its more market facing organizations. As the organization grew, the Group along with its member subsidiaries have evolved to embody much more. As a tested guiding light, our core values which we passionately uphold give us a sense of purpose and direction not only in our professional but in our private lives also. These values summarized are based on three pillars; (Great) People, (Continuous) Innovation and the (Ideal) Culture.
Job Summary
The Treasury Officer is responsible for building and managing strategic relationships for fixed deposit customers, serving as the single point of contact for new business as well as existing portfolios. ] He/She will manage the funds of HNI (high net worth) customers.
Duties & ResponsibilitiesÂ
Source appropriately priced and structured deposit liabilities for the company from retail and institutional sources.
Cultivate new clientele on a regular basis.
Cultivate and maintain courteous and efficient relationships with clients.
Timely response to feedback and other customer-related issues or requests.
Participate in creating new and better marketing based on field experience.
Visit, engage prospect,s and maintain the liability generated
Propose services, upsellin,g and cross-selling whenever possible
Recruit, train,n and build a sales team across the country
Increase the number of Treasury services taken up by Clients
Ensure the effective, high-quality management of Clients
Conduct periodic competitor analysis, reviewing product rates and requirements
Prepare and send a periodic report to management
On board and manage subordinates to maintain a consistently high number of prospects, and with a
high conversion rate
Train IMTs and Treasury Admin on the various Treasury products and relevant company policies
Qualifications
Minimum Education level – First Degree in any discipline from a reputable academic institution.
Post-graduate Qualifications (s) and professional membership will be an added advantage.
3+ years of experience in sales and business development.
Demonstrated track record of meeting/exceeding goals as an individual contributor.
Successful experience building a territory from little or nothing.
Skilled at building rapport, opening doors, and understanding the business requirements of senior decision makers
