Corporate Treasury Sales Role

3 weeks ago

Mumbai, Maharashtra, India Wave HR and Advisory Pvt Ltd Full time

Institutional Equity Broking and Equity Research along with Advisory to Corporate for their treasury management are the key businesses of the company.

In this business currently we manage over Rs. 50,000/- Crores worth of assets under advise. We cater only to Corporate Treasuries where we advise them on their surplus cash investments. Majority of investments are in fixed income markets like Debt Mutual Funds, Bonds and FDs etc. Our clients (include marquee Indian Companies (Large Cap to Small Cap in Listed Space), Family Offices and India's prestigious Start Up Companies.

Experience: Minimum 5 years of relevant experience of catering to corporate treasuries from a Bank, Other Advisors or Mutual Funds or any other firm where candidate interacted with corporate treasuries.

Desired Candidate Profile:

1. Minimum 5 to 10 years' experience in catering to Corporate Treasuries either from a Mutual Fund or any other firm (Bank/Broker/Advisor etc.).

2. In depth knowledge of Indian Capital Markets with special emphasis on fixed income markets and interest rates.

3. Good analytical and mathematical skills to identity right investments for clients.

4. Strong communication skills and sophistication in the way of dealing with clients.

Job Responsibility:

1. Acquiring new corporate clients & managing the relationship for their investments in mutual funds and fixed income instruments.

a) If a candidate is senior with proven track record, we may think of giving a few existing relationships as well.

2. Ability to process several inputs provided by company's internal research team and other sources and applying them to the specific context beneficial for clients.

a) Advising corporate client based on their cash flow forecasting.

b) Analyze client portfolios and make necessary suggestions.

c) Ensure highest levels of customer service.

3. Market Intelligence

a) Identifying the potential investors like Start Up raising funds or listed companies raising funds.

b) What is happening in capital markets and informing clients with views and not just news.

c) Special focus on Fixed Income Markets and Interest Rate movement in India.

4. Maintain client's portfolio with proper documentation of investment actions taken on behalf of clients.

5. To engage clients in meaningful conversations about the market update.

Location Preferences: Bandra, Mumbai

(ref:iimjobs.com)

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