Treasury Consultant
Investec Bank UK
Total des années d'expérience :6 years, 8 Mois
Developed and executed strategic sales plans to drive revenue growth and expand the bank's treasury client base. Promoted and sold a wide range of treasury products and services including foreign exchange, cash management, and risk management solutions. Developed and maintained strong relationships with key stakeholders, ensuring client satisfaction and retention. Conducted comprehensive financial analysis to assess creditworthiness and mitigate risk. Collaborated with colleagues from different departments to cross-sell banking products and services, resulting in successful referrals and increased revenue generation opportunities.
Proactively secured new clients in the local market.
Worked closely with Local Directors and Relationship Managers for business development.
Executed a highly successful retention strategy, enhancing customer loyalty region-wide.
Provided tailored solutions for SMEs, covering financing, cash management, and payments.
Implemented training programs for junior staff members to enhance their sales and client relationship management skills.