Financial Solutions Specialist

2 days ago

Aligarh, Uttar Pradesh, India beBeeTreasury Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

Key Responsibilities:

  • Develop and manage relationships with corporate clients to understand their financial needs and provide customized solutions.
  • Drive sales of financial 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 financial 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:

  • A strong background in finance and account management is essential for success in this role.
  • Prioritizing a customer-focused mindset is critical for supporting clients.
  • Sharp business acumen and market intelligence to interpret economic trends and industry developments.
  • Exceptional communication, presentation, and negotiation skills are required to engage senior-level stakeholders.
  • A results-driven and entrepreneurial mindset is necessary to thrive in a fast-paced environment.

Benefits:

  • An MBA or graduate degree is highly desirable for this position.
  • 8-12 years of experience in financial sales or corporate relationship management, preferably with banks, NBFCs, AMCs, or financial institutions.

About the Role:

  • This is an exciting opportunity to join a dynamic team and contribute to driving business growth through strategic client relationships.
  • The ideal candidate will be a seasoned professional with a proven track record of delivering results in a fast-paced environment.

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