Treasury RMP Sales Dealer – Barclays Bank Zambia

To implement the Treasury Sales business strategy according to the Head of Treasury Sales and the Barclays Africa Treasury Sales Strategy and Policies & Procedures, and in line with Group Values.
Main accountabilities and approximate time split

Key actions to include:
• Under the guidance of the Head of Treasury Sales, actively participating in the implementation of the Treasury Sales Strategy in line with the Barclays Africa Treasury Sales Strategy and country sales requirements, with the core focus of becoming the preferred point of contact both externally and internally for Risk Management Product (RMP) sales activities
• Contributing to the drafting of the RMP component of the  Treasury Sales Strategy
• Working closely with the Head of Treasury Sales to implement the Risk Management Products (RMP’s) roll out in country, which includes:
o Assist the NPA champion in ensuring that NPA approvals are obtained for markets product
o  Looking for opportunities to present RMP’s to clients
o Closing RMP deals

• Becoming the bridge for Government, Corporate clients and the general market place for derivative products, strategies and structured solutions

• Prospecting RMP opportunities and developing the RMP proposition which includes:
o Defining the business opportunities in the RMP space
o Promoting the expansion and penetration of the RMP portfolio to customers whilst growing the client base
o Ensuring the origination and closure of RMP transactions whilst maintaining ongoing contact with RMP customers
o Being responsible for the end-to-end process for all RMP deals
o Liaising with all internal stakeholders to ensure full compliance with all Barclays policies and procedures
o Establishing and maintaining regular dialogue with the Corporate Bank relationship managers
o Meeting the defined volume and profitability targets as set for RMP’s
o Regular contact with principle Relationship Manager
• Managing one’s allocated client portfolio and support the team in the management of the other client portfolios where needed
• Under the direction of the Head of Treasury Sales achieving a leading position in the chosen products, markets and segments by:
o Spending at least 50% of one’s time meeting with existing and identified new clients
o Giving superior customer service
o Presenting the full Barclays product set to clients whilst managing the product portfolio to suit client needs
o Undertaking customer visits and joint customer visits with Corporate
o Actively participating in client events with Absa Capital Economics unit and Corporate, including training and  seminars, and Entertaining clients as permitted under the bank and group compliance policies
• Managing one’s client portfolio to generate strong growth and sustainable returns over the business cycle with special focus on Customer Service and Financial Performance
• Ensure that Counterparty credit limits are not exceeded
• Assisting the Head of treasury sales in achieving strategic and tactical objectives

Reporting                                                                                                                                                                          5%
Key actions to include:
• Providing weekly reporting on client growth, volume and profitability in one’s own portfolio
• Providing detailed Management Information to the Head of Treasury Sales on the composition, performance and profitability of the client portfolios on a monthly basis
• Assisting the Head of Treasury Sales with any ad-hoc reporting requests

Risk Management                                                                                                                                                 10%
Key actions to include:
• Maintaining a strong compliance culture
• Adhering to all the policies and procedures of the bank
• Ensuring that all deals are dealt within dealer limits (market risk limits, counterparty limits, dealer’s mandate)
• Ensuring high quality of service to all clients (reputational risk)

Personal Development                                                                                                                                             5%

Key actions to include:
• Actively managing one’s own technical and soft skills development in conjunction with the Head of Treasury Sales
• Researching, identifying and proposing training solutions for own development to the Head of Treasury Sales
• Perform all other duties as reasonably assigned.

Essential/Basic Qualifications

• Bachelor’s Degree
• ACI Dealing Certificate
• 2-3 years experience related experience


 Knowledge of bank products, services and/or other specialist knowledge


• Knowledge of Treasury products
• Knowledge of Sales Techniques
• Understanding of interest rate and foreign exchange markets
• Understanding of interest rate risk, foreign exchange risk and credit risk
• Understanding of the policies, procedures and ethical requirements of a Treasury environment
• Understanding of treasury back office operations
• Excel competency
• Communication skills
Preferred Qualifications 

• Understanding of the mathematics of pricing for FX and Money Markets
• Understanding of political and economic activity and the impacts on exchange rates and interest rates

Related Posts Plugin for WordPress, Blogger...

Popular Posts


AB Bank Zambia Abt Associates ACC Anti Corruption Commission Zambia Access Bank Accountant Administration Afdb African Development Bank Agriculture Airtel Zambia Atlas Copco Zambia AU African Union Aviation Jobs AWF African Wildlife Foundation BancABC BANKING JOBS Barclays Bank Zambia Blantyre BOZ Bank of Zambia British Council in Zambia CARE INTERNATIONAL ZAMBIA Cavmont Bank Center for Infectious Disease Research in Zambia CHAI Clinton Health Access Initiative Chamber of Mines of Zambia Chibombo Chililabombwe Chingola Chipata Chirundu Choma Citibank Civil Engineer Climate Change and Environment COMESA Community Development Jobs Consultancy Copperbelt Copperbelt Energy Corporation Copperbelt University CRS Catholic Relief Services Customer Care Customer Support - Technical Support Danish Refugee Council DBZ DEVELOPMENT BANK OF ZAMBIA Democratic of the Congo Driver Jobs ECOBANK ZAMBIA Economist Education EGPAF Elizabeth Glazer Pediatric AIDS Foundation ELECTORAL COMMISSION OF ZAMBIA Electrical Engineering Environmental Jobs ERB Energy Regulation Board ESAMI Eastern and Southern African Management Institute FHI360 Finance Finca Malawi FINCA Zambia First Quantum Minerals Ltd FNB FIRST NATIONAL BANK ZAMBIA Food and Nutrition GOVERNMENT JOBS Graduate Trainee Health Hospitality Jobs HPCZ Health Professions Council of Zambia Human Resources Human Rights ICT JOBS Insurance Jobs Internship IRC International Rescue Committee Islamic Relief Jhpiego Kabwe Kalulushi Kalumbila Kasama Kasumbalesa Kitwe Konkola Copper Mines plc Lecturer Legal Aid Board Legal Jobs Librarian Lilongwe Livingstone LMC Lumwana Mining Company Limited Lubambe Copper Mine Limited Lumwana Lusaka Lusaka University Maamba Collieries Limited Malawi Jobs Marie Stopes Zambia Marketing Mazabuka Mechanical Engineering MEDIA AND COMMUNICATIONS MEDICAL STORES LIMITED Mining Jobs Ministry of Gender and Child Development Ministry of local government and housing MKUSHI Mongu Monitoring and Evaluation Mopani Copper Mines PLC MPIKA MTN Zambia MU MULUNGUSHI UNIVERSITY Mufulira NAPSA National Pension Scheme Authority National Airports Corporation National Milling Corporation NCC NATIONAL COUNCIL FOR CONSTRUCTION Ndola NEPAD NFNC National Food and Nutrition Commission NGO JOBS NHA National Housing Authority NLACW National Legal Aid Clinic for Women NPA National Prosecution Authority NRFA National Road Fund Agency NU Northrise University OXFAM PACRA Patents and Companies Registration Agency PACT PATH INTERNATIONAL PC Population Council Peace Corps Zambia PIA Pensions and Insurance Authority Plan International Procurement Jobs Project Manager PSI Puma Energy International Purchasing - Supplies Manager PwC RDA Road Development Agency Records Management Research Restless Development Rural Electrification Authority SADC Southern African Development Community Sales Sandvik Save the Children SCHOLARSHIPS Security Jobs SNV ZAMBIA Solwezi Standard Chartered Bank Statistician SUPPLY CHAIN Teaching Jobs Telecommunications The World Bank UN United Nations UNDP UNICEF UNZA University of Zambia US Embassy in Zambia USAID Zambia Veterinary Council of Zambia Volunteering VSO Voluntary Service Overseas WaterAid Zambia WFP World Food Programme WHO World Health Organization Workers Compensation Fund World Vision WWSC Western Water and Sewerage Company Zambia Banks Zambia Breweries Plc Zambia Catholic University Zambia Red Cross Society Zambia Sugar Plc Zamtel Zanaco Zambia National Commercial Bank ZAWA Zambia Wildlife Authority ZDA Zambia Development Agency ZEMA Zambia Environmental Management Agency ZESCO Zambia Electricity Supply Corporation Limited ZICA Zambia Institute of Chartered Accountants ZICTA Zambia Information n Communications Technology Authority Zimbabwe ZIPAR Zambia Institute for Policy Analysis and Research ZNBS ZAMBIA NATIONAL BUILDING SOCIETY ZRA Zambia Revenue Authority ZTB Zambia Tourism Board ZWMA Zambia Weights and Measure Agency