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Role description
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Job Title
Corporate Dealer TAG
Business Unit
Treasury
Reporting To
Regional Head/Unit Head TAG
Job Function and Role Type
Treasury, Individual Contributor
Version No
2.0
Position purpose
The Corporate Dealer role in the Treasury Advisory Group is tasked with offering FX and Derivative products to defined clients of the Bank. The role focuses on revenue delivery, business growth, and adherence to Bank policies.
Key Responsibilities
Financial Objective
Reach budgeted revenue and volume targets for allocated clients.
Maximize revenue for the desk while overseeing non-allocated clients.
Increase Trade and FX wallet share of clients.
Grow derivative business within the assigned client set.
Establish plans to drive revenue growth and explore new business opportunities.
Relationship Management
Deliver direct coverage to clients at the operating level.
Build and leverage relationships to enhance business opportunities.
Oversee internal stakeholders, including relationship managers, credit risk officers, and operations teams.
Make sure error-free transaction fulfillment within defined TAT, adhering to Bank policies.
Hedge positions arising from covered transactions.
Capture all transactions in front office systems as per policy.
Make sure timely submission of treasury-related documents by clients.
Follow the Bank's Suitability and Appropriateness policy.
Risk Management and Risk Mitigation
Deliver risk management and mitigation strategies for corporate clients.
Oversee the Bank's credit and market risk when offering products.
Evaluate reputational and legal risks in line with the Bank's suitability and appropriateness policy.
Education:
Graduate (any discipline); MBA in Finance preferred.
Certifications:
Treasury product knowledge, regulatory compliance, risk management.
Key Competencies
Treasury product knowledge, strong analytical capabilities, relationship management, compliance orientation, client focus.
Major Stakeholders
Internal teams, including Treasury and other functions.
This opening is for the RM-Wealth position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 8 - 23 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a RM-Wealth at HDFC Bank.
This role requires around 8 - 23 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.