B&k Wealth

2 months ago

Mumbai Maharashtra, India ConsultBae Full time

**Role** - Corporate Treasury Sales (MFD RM)

**Experience** - 5 - 10 Years

**Location** - Mumbai, Bangalore, Hyderabad, Delhi & Chennai

**Mode** - WFO - 5 days

**The role of a Corporate Treasury includes**:
1. Acquiring new corporate clients & managing the relationship for their investments in mutual
funds and fixed-income instruments.

2. Ability to process several inputs provided by B&K’s internal research team and other sources
a) Advising corporate client based on their cash flow forecasting.
b) Analyze client portfolios and make necessary suggestions.
c) Ensure the highest levels of customer service.

3. Market Intelligence
a) Identifying 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 clients portfolio with proper documentation of investment actions taken on behalf of clients.

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

**About Company-**

**For nearly a century, the B&K stable has provided a host of services to entities looking to engage in the financial markets. Our commitment to partaking only the best in financial advisory to all factions of the society has led to the germination of B&K Wealth Pvt. Ltd.. At B&K Wealth Pvt. Ltd., we intend to leverage upon our experience of managing over INR 60,000 crores of assets for institutional clients, to create customised and value accretive solutions for our retail clients.**

**website

**At B&K Wealth Pvt. Ltd. we**:

- **Help our clients build long term wealth**:

- ** Architect their financial independence**:

- ** Provide a safe investment environment**:

- ** Provide the benefit of experts**:

- ** Offer myriad investment products**:

- ** Offer unbiased advice keeping in mind only our clients’ requirements**

**Parent company-**

**B&K Securities was established in 1875. For more than a century, we have matched Indian virtues with international standards of professionalism.**
**Our commitment and professionalism has established us as a trusted financial partner to many businesses. We leverage our research strengths, keen business insights and years of experience to offer unbiased and in-depth financial advice to our institutional and corporate clients.**
**We are a member of the Bombay Stock Exchange and the National Stock Exchange. We are also a SEBI registered Category I Merchant Banker, and have Insurance Broking and FX Broking affiliates.

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