Treasury Sales Strategist

4 days ago

Kota, Rajasthan, India beBeeTreasurer Full time ₹ 1,00,00,000 - ₹ 2,50,00,000
Corporate Treasury Solutions Expert

We are seeking a high-caliber Treasury Service Relationship Manager to join our Client Relations team. The role involves managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth.

The ideal candidate will have a strong ability to understand the treasury needs of corporate clients and provide customized solutions to drive sales of treasury and risk management products including liquidity, cash management, and investments.

Key Responsibilities:

  • Develop and manage relationships with corporate clients to understand their treasury requirements and provide tailored 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:

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

This role offers a unique opportunity to work with a dynamic team and contribute to the growth of the company's treasury services.

As a Corporate Treasury Solutions Expert, you will have the chance to develop your skills and expertise in treasury management and build long-term relationships with corporate clients.

The company offers a comprehensive compensation package, including a competitive salary, benefits, and opportunities for career advancement.

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