At TeamAce, we help businesses across different industries thrive. We work with businesses to create their desired change by getting the right people, designing bespoke business processes, leveraging data, applying insights and technology. We combine our expertise and take different bespoke approaches to solve different business challenges because we believe there is no one size fits all approach. This way, you keep your eyes on the prize and thrive.Job Summary
As the Relationship Officer (Treasury Sales), you will be responsible for acquiring new clients, mobilizing deposits, and managing client relationships through the promotion of treasury and investment solutions.
Responsibilities
Source and onboard corporate and individual clients for treasury and investment products.
Build and maintain strong client relationships to drive deposit mobilization and portfolio growth.
Promote treasury products and recommend suitable investment solutions to clients.
Monitor client portfolios and provide timely market insights and product updates.
Achieve assigned deposit mobilization and revenue targets while ensuring regulatory compliance.
Requirements
Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
Minimum of 3 years experience in treasury sales, relationship management, or business development within the financial services sector.
Strong knowledge of treasury products, investment solutions, and financial markets.
Excellent communication, negotiation, and relationship management skills.
Ability to achieve sales targets in a performance-driven environment.