Strategic Treasury Advisor

2 weeks ago

Erode, Tamil Nadu, India beBeeRelationship Full time ₹ 80,00,000 - ₹ 1,20,00,000
Treasury Sales Specialist

Job Title: Treasury Sales Specialist

Level: AVP / VP

Role Overview

We are seeking a high-caliber treasury professional to join our client relations team at the AVP/VP level. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth.

Key Responsibilities:

  • Develop and manage relationships with corporate clients to understand their treasury needs and provide customized solutions.
  • Drive sales of treasury and risk management products including liquidity, cash management, and investments.
  • Partner with internal teams (risk, compliance, operations, product) to deliver seamless client experience.
  • Stay updated on market developments, regulatory changes, and competitive landscape to provide insights and advice to clients.
  • Acquire new corporate clients and expand wallet share from existing ones by identifying their needs and selling treasury products.
  • Leverage technology and digital platforms to enhance client servicing and efficiency.
  • Maintain a disciplined approach to pipeline management, client coverage, and revenue growth.

Skills & Attributes:

  • Strong technology orientation and ability to adopt digital platforms for client engagement.
  • Prioritizing a service mindset is essential for supporting clients.
  • Sharp intelligence and market acumen to interpret economic, regulatory, and industry trends.
  • Exceptional relationship management skills with ability to engage CXO-level stakeholders.
  • Excellent communication, presentation, and negotiation skills.
  • Results-driven, entrepreneurial mindset with ability to thrive in a fast-paced environment.

Qualification & Experience:

  • Bachelor's or Master's degree
  • 8-12 years in treasury sales/corporate treasury relationship management, preferably with banks, NBFCs, AMCs, or financial institutions

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