Cash Management Specialist

2 days ago


Kolkata, West Bengal, India beBeecashmanagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Title: Cash Management Specialist

Level: Associate Vice President / Executive Director

About the Role:

We are seeking a seasoned professional to join our Client Solutions team at the AVP/ED level. The role involves fostering and expanding relationships with corporate clients, delivering tailored cash management solutions, and driving business growth.

Main Responsibilities:

  • Develop and maintain strong relationships with corporate clients to understand their cash management needs and provide customized solutions.
  • Promote sales of cash management products including liquidity, cash concentration and disbursement services.
  • Collaborate 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 cash management products.
  • Leverage technology and digital platforms to enhance client servicing and efficiency.
  • Maintain a disciplined approach to pipeline management, client coverage, and revenue growth.

Required Skills & Qualifications:

  • 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:

  • MBA / Graduate
  • 8-12 years in Cash Management Sales / Corporate Treasury Relationship Management, preferably with Banks, NBFCs, AMCs or financial institutions.


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