Generate revenue from sale of FX and derivative products to the bank’s clients and onboarding new clients;

- Execute client trades and keep track of their open positions and constantly advise the client on these positions on the basis of technical analysis, macro and micro economic and fundamental research;
- Increase volume from clients by repetitive client calling and sharing trading / hedging ideas;
- Constantly engage with the Financial Markets risk advisors, relationship managers and other product partners to leverage the client relationship, deepen existing relationships and acquire recent ones;
- Meet with allocated clients to augment the relationship;
- Strict adherence to RBI guidelines in executing and conducting Financial Markets business;
- - Responsible for all one time as well as transactional documentation for FX business undertaken with the bank’s clients; .
- To be appraised with the latest Regulations and Internal policies, processes and guidelines
- Strict adherence to all regulatory and internal guidelines
- Guide,



mentor and develop own team to provide structured solutions tailored to clients requirements in line with the applicable regulatory and internal guidelines
- To ensure to deal within the applicable RBI regulations and internal guidelines
- Discuss the strengths and weaknesses of structures with internal stakeholders and work on building mitigants to resolve the open risks and propose structures that are appropriate for the client
- Ensure complete documentation of bullion trades, supplier negotiations, and client contracts.
- Fulfill regulatory and audit documentation requirements (RBI, customs).
- To deliver and oversee activities of offering customized solutions aligned with clients’ financial goals and requirements.
- To analyse and ensure Fx products cross sell in the portfolio of clients of the bank
- To deepen cross sell of various Fx products and increase the FX wallet share
- To maximize revenues by proposing value enhacement structures to the client in line with their portfolio and Risk Management policies

📌 Senior Product Sales Manager (Mumbai)
🏢 Yes Bank
📍 Mumbai