Treasury Solutions Expert

2 days ago


Cochin, Kerala, India beBeeTreasury Full time ₹ 16,40,900 - ₹ 24,23,500
Treasury Sales Professional

We are seeking a skilled professional to manage and grow relationships with corporate clients, delivering tailored treasury solutions and driving business growth.

Key Responsibilities:

  • Develop and maintain relationships with corporate clients to understand their treasury needs and provide customized solutions.
  • Promote the sale of treasury and risk management products, including liquidity, cash management and investments.
  • Partner with internal teams to deliver seamless client experiences.
  • Stay informed about market developments, regulatory changes, and competitive landscapes to provide insights and advice to clients.
  • Cultivate new corporate clients and expand wallet share from existing ones by identifying their needs and offering tailored treasury products.
  • Utilize 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 leverage 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.

About the Role:

  • Bachelor's or Master's degree.
  • 8-12 years of experience in Treasury Sales or Corporate Treasury Relationship Management, preferably with banks, NBFCs, AMCs, or financial institutions.


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