Forex Specialist
Mashreq Bank
منذ 2 يوم

Job Purpose

Assist in converting Advised FX business from the personal banking segment’

Key Result Areas :

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 transactions
  • Intra 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
  • Knowledge, Skills and Experience

  • Good communication and analytical skills
  • Related sales experience in institutions with primary business of FX will be an added advantage
  • Oct 3, 2018

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