Corporate Treasury Solutions Specialist

1 day ago


Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 18,00,000 - ₹ 25,00,000
Role Overview

We are seeking a high-caliber 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 include:

  • Developing and managing relationships with corporate clients to understand their treasury needs and providing customized solutions.
  • Driving sales of treasury and risk management products, including liquidity, cash management, and investments.
  • Partnering with internal teams (risk, compliance, operations, product) to deliver seamless client experience.
  • Staying updated on market developments, regulatory changes, and competitive landscape to provide insights and advice to clients.
  • Acquiring new corporate clients and expanding wallet share from existing ones by identifying their needs and selling treasury products.
  • Leveraging technology and digital platforms to enhance client servicing and efficiency.
  • Maintaining a disciplined approach to pipeline management, client coverage, and revenue growth.
Required Skills and 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 Treasury Sales / Corporate Treasury Relationship Management, preferably with Banks, NBFCs, AMCs or financial institutions.


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