Sales Dealer job at DFCU Bank

Background

Reporting to the Senior Manager- GFM Sales, the role holder will be responsible for Foreign Exchange, Money Markets and Fixed Income Sales within approved limits with a view of maximizing profitability while growing the client business and managing risk.

KEY ACCOUNTABILITIES:

• Contribute towards meeting the overall foreign exchange and trading budget in line with approved trading budget through profitable dealing with the retail/branch customers of the bank. Meet individual portfolio target for Foreign Exchange revenue.
• Achieve set target for client engagement and ensure that all engagements are documented and action items resolved.
• Adhere to the dealers’ code of conduct and all other policies in the bank.
• Monthly reporting on portfolio performance to line manager.
• Actively pursue learnings in diverse fields such as macro-economics, fundamental analysis, structured products, fixed income and money markets products.

KNOWLEDGE, SKILLS, AND EXPERIENCE REQUIRED:

• University Degree in Business discipline.
• ACI dealing certificate will be an added advantage.
• At least 3 years working experience.
• A reasonable knowledge of treasury and general banking products.
• Good selling skills.
• Excellent numeric and communication skills.
• Strong analytical abilities.
• Sound understanding of current financial and economic issues to facilitate correct interpretation of market trends and forecast future developments.
• Ability to work under pressure.
• Excellent communications and negotiation skills.
• Strong attention to detail and personal effectiveness.
• High-level of integrity.
• Self-starter and excellent in sales management.
• Strong interpersonal skills.

• Contribute towards meeting the overall foreign exchange and trading budget in line with approved trading budget through profitable dealing with the retail/branch customers of the bank. Meet individual portfolio target for Foreign Exchange revenue.
• Achieve set target for client engagement and ensure that all engagements are documented and action items resolved.
• Adhere to the dealers’ code of conduct and all other policies in the bank.
• Monthly reporting on portfolio performance to line manager.
• Actively pursue learnings in diverse fields such as macro-economics, fundamental analysis, structured products, fixed income and money markets products.

• Good selling skills.
• Excellent numeric and communication skills.
• Strong analytical abilities.
• Sound understanding of current financial and economic issues to facilitate correct interpretation of market trends and forecast future developments.
• Ability to work under pressure.
• Excellent communications and negotiation skills.
• Strong attention to detail and personal effectiveness.
• High-level of integrity.
• Self-starter and excellent in sales management.
• Strong interpersonal skills.

• University Degree in Business discipline.
• ACI dealing certificate will be an added advantage.
• A reasonable knowledge of treasury and general banking products.