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Bank Of America Treasury Sales Analyst Financial Institutions 
India, Maharashtra, Vasai-Virar 
260390513

05.07.2024

Responsibilities

  • Assist and work closely with Treasury Sales Officers during the entire Sales Lifecycle from Prospecting and Pitching to Implementation and ongoing Relationship Maintenance
  • Work on providing the full suite of solutions (global cash and trade products such as Cash Management, Foreign Currency Clearing, Liquidity, Banknotes and Trade Advances) we offer to clients across the client segments (Banks as well as NBFI)
  • Prepare pitchbooks and proposals to support the growth in the Bank and NBFI Segment, including leading Request for Proposal (RFP) submissions
  • Work on KYC requirements for clients
  • Provide timely Data analysis, MIS reports and work on Business Review and other decks
  • Work closely with other regions, global teams and corporate banking team to deliver solution to our clients
  • Coordinate with Implementation, Operations and Services teams to ensure smooth implementation, query resolution and high client satisfaction
  • Provide support for the increased regulatory and documentation requirements and complexity in transactions
  • Work on ad-hoc projects and initiatives for client expansion, revenues growth, risk management, etc

Requirements

  • Academic Qualification: Post-Graduation in Management or a Chartered Accountant
  • Experience: 0 to 2 years relevant sales or relationship management experience for Financial Institutions
  • Communication: Excellent written and oral communication skills; fluent in English
  • Excellent MS Office skills
  • Able to work independently yet project strong inter-personal skills and work as a team across the region
  • Strong analytical and organizational skills
  • Quick adaptor to new environment and changes