cross selling treasury products

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Cross selling treasury products – Pitching commodity trading ideas to corporate clients

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6 mins read

Price volatility in crude oil, gold, silver, cotton, sugarcane, wheat and cereals has created an unprecedented opportunity for corporate relationship managers to cross sell treasury products to their institutional, trading, manufacturing and high net worth customers. We present below a framework for empowering client facing treasury teams to go out and cross sell high value, high margin trading concepts to clients by educating customers about their exposures and some of the solutions available to reduce the risk associated with the same exposures.

Commodity Trading Course Package

5 mins read

By the end of the two day workshop participants will be able to:
a)      Appreciate the linkage between commodity markets (precious metals, crude oil), currencies and rates
b)      Trace the impact of monetary policy announcements on commodity markets
c)       Explain trading strategies using futures, options and exotic products
d)      Understand trading triggers
e)      Derive risk limits for counterparty exposures