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Treasury Sales Analyst (Financial Institutions Group), Global Payments Solutions - Mumbai, India

Bank of America

Bank of America

IT, Accounting & Finance, Sales & Business Development
Posted on Friday, July 5, 2024

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!


  • Assist and work closely with Treasury Sales Officers during the entire Sales Lifecycle from Prospecting and Pitching to Implementation and ongoing Relationship Maintenance
  • Work on providing the full suite of solutions (global cash and trade products such as Cash Management, Foreign Currency Clearing, Liquidity, Banknotes and Trade Advances) we offer to clients across the client segments (Banks as well as NBFI)
  • Prepare pitchbooks and proposals to support the growth in the Bank and NBFI Segment, including leading Request for Proposal (RFP) submissions
  • Work on KYC requirements for clients
  • Provide timely Data analysis, MIS reports and work on Business Review and other decks
  • Work closely with other regions, global teams and corporate banking team to deliver solution to our clients
  • Coordinate with Implementation, Operations and Services teams to ensure smooth implementation, query resolution and high client satisfaction
  • Provide support for the increased regulatory and documentation requirements and complexity in transactions
  • Work on ad-hoc projects and initiatives for client expansion, revenues growth, risk management, etc


  • Academic Qualification: Post-Graduation in Management or a Chartered Accountant
  • Experience: 0 to 2 years relevant sales or relationship management experience for Financial Institutions
  • Communication: Excellent written and oral communication skills; fluent in English
  • Excellent MS Office skills
  • Able to work independently yet project strong inter-personal skills and work as a team across the region
  • Strong analytical and organizational skills
  • Quick adaptor to new environment and changes