Relationship Manager : Corporate Treasurer (Wealth management)

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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 BillMart platform
Drive corporate investments into BillMart 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.

Role Proficiencies:

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.

Experience:
5 - 20 Years
Salary:
10 LPA - 15 LPA
Diversity Candidate:
No
Location:
Andheri East
Address:
NA
Primary Skills:
Wealth management, corporate treasury, investment product sales
Secondary Skills:
corporate fund management, cash flow optimization, treasury operations.
Industry:
BFSI Fintech & Financial Services
Job Type:
Full time
Degree:
Any Graduate