Relationship Manager – Corporate Treasurer

Mumbai, Maharashtra
Permanent
Full-time

2 months ago

Job Title: Relationship Manager – Corporate TreasurerEducation: MBA (mandatory) from a reputed institutionRole Overview: We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual funds or similar investment products to corporates and a deep understanding of corporate treasury functions.Key Responsibilities:

Build and manage relationships with corporate treasurers, CFOs, and finance heads.
Pitch bill discounting solutions to corporates for their investment and onboard them onto the our platform.
Drive corporate investments into company by aligning offerings with their treasury goals.
Leverage existing network in wealth management and corporate investment to generate leads.
Educate corporates on alternative treasury investment options including digital trade finance.
Coordinate closely with internal credit, operations, and tech teams for smooth client onboarding and servicing.
Track market trends and provide regular updates to corporates to help with investment decisions.

Required Skills and Experience:

Minimum 5 years of experience in wealth management, corporate treasury, or investment product sales.
Strong experience in selling mutual funds or other investment products to corporates treasury is essential.
Sound understanding of corporate fund management, cash flow optimization, and treasury operations.
Ability to understand client requirements and deliver tailored investment solutions.
Excellent communication, presentation, and relationship management skills.
MBA from a reputed college is mandatory.

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