
Client Acquisition and Fx Advisor
2 weeks ago
**Company Overview**:
BI Analytics Fintech is a leading provider of FX risk management and treasury solutions, offering comprehensive services designed to optimize treasury operations and enhance financial performance. We specialize in delivering tailored solutions for corporate clients, ensuring transparency, efficiency, and regulatory compliance in FX dealings.
**Job Summary**:
**Key Responsibilities**:
**Client Acquisition & Business Development**:
- Identify and pursue new business opportunities in corporate treasury and FX management.
- Build and manage a pipeline of prospective clients, ensuring consistent revenue growth.
- Develop and execute sales strategies to meet and exceed acquisition targets.
- Represent BI Analytics Fintech in industry events, forums, and client meetings to enhance brand visibility.
**Client Advisory on FX Risk Management**:
- Work closely with corporate treasury teams to understand their FX exposure and business challenges.
- Provide tailored advisory solutions, including FX rate benchmarking, risk mitigation strategies, and hedging techniques.
- Deliver insights and recommendations on FX market trends, regulatory updates, and central bank policies (e.g., RBI, ECB).
- Guide clients on best practices for FX transaction handling, including spot, forwards, cancellations, and utilizations.
**Stakeholder Engagement & Relationship Management**:
- Establish and maintain strong relationships with key decision-makers in client organizations.
- Act as a trusted advisor to clients, ensuring high levels of satisfaction and retention.
- Collaborate with internal teams (product, technology, and operations) to deliver seamless client experiences.
**Market Analysis & Strategy Development**:
- Monitor global FX markets, interest rate trends, and regulatory developments to provide actionable insights.
- Develop reports and presentations for clients on FX risk outlook and market opportunities.
- Assist in shaping the company’s go-to-market strategy by providing feedback on client needs and market dynamics.
**Required Skills & Qualifications**:
- **Education**:
Bachelor's degree in Finance, Business Administration, or a related field. A master’s degree or CFA/FRM certification is a plus.
- **Experience**:
7+ years of experience in corporate treasury, FX advisory, or financial consulting.
Proven track record in client acquisition and relationship management within the financial services or fintech sector.
Strong understanding of FX risk management, including hedging instruments and treasury operations.
- **Technical Skills**:
- Knowledge of FX instruments such as spot, forwards, swaps, and options.
- Familiarity with treasury management systems (TMS) and FX platforms.
- Proficiency in Excel, financial modeling, and data analysis.
- **Soft Skills**:
- Excellent communication, presentation, and interpersonal skills.
- Strong problem-solving abilities and strategic thinking.
- Ability to work independently, manage multiple priorities, and meet deadlines.
**Preferred Qualifications**:
- Experience in advising clients on RBI regulations, policies, and international financials.
- Understanding of treasury transformation initiatives and technology-driven solutions.
- Prior experience in a fintech or financial advisory firm focused on corporate treasury.
**What We Offer**:
- Competitive compensation package, including performance-based incentives.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- The chance to work on innovative solutions that transform corporate treasury operations.
**How to Apply**:
Pay: ₹15,000.00 - ₹28,000.00 per month
Schedule:
- Monday to Friday
- Weekend availability
Supplemental Pay:
- Performance bonus
**Experience**:
- total work: 4 years (preferred)
Work Location: In person
-
Expert FX Trader
1 week ago
Mumbai, Maharashtra, India beBeeRevenue Full time ₹ 12,00,000 - ₹ 15,00,000Role OverviewHiring for a leading bank. Key responsibilities include generating revenue from sales of vanilla FX products, advising clients on technical analysis and macro-economic research, increasing volume and cross-selling FX products, engaging with risk advisors and relationship managers, conducting periodic reviews to identify opportunities, meeting...
-
Nr Acquisition
2 weeks ago
Malad, Mumbai, Maharashtra, India Skywings Advisors Private Limited Full time**Team Member | NR Acquisition | Job Description** - Create a world class NR liability for Kotak Mahindra Bank to acquire and manage customer online - Responsible for building and acquiring the NR business portfolio digitally - Meeting monthly acquisition target for NTB, CASA,TD and FX - Handling NR clients for service needs in India - To generate and...
-
Fx Confirmation and Settlments
1 week ago
Mumbai, Maharashtra, India State Street Corporation Full timeFX Confirmation and Settlments - Assistant Vice Prsident Job DescriptionJob Description **Business Line : Global Markets** **Work Location : Bangalore** **Process Name : FX Confirmations and Settlements** **Position: AVP** **Shifts (in IST) : US Shift - 6:00 PM TO 3:00AM** **Work from office : 4days** **State Street Corporation (NYSE: STT) is one of the...
-
Financial Market Sales
7 days ago
Mumbai, India Skill Ventory Full timeRoles and Responsibilities Hiring for a Leading Private Sector BankResponsibilities :- Generate revenue from sale of vanilla FX products (C/T/S, Forwards, Options and IRS etc) to the bank’s clients including Business Banking and SME clients. Keep track ofclient’s trades and their open positions and constantly advise the client on the basis of...
-
Corporate Fx Sales
2 weeks ago
Mumbai, India Citi Full time**Job Purpose** - To work with the Corporate FX Sales team in India, providing a complete foreign exchange advisory and flow derivatives service to a portfolio of clients - Expected to enhance and develop relationships with the existing client base as well as build new contacts and prospects. - Back-up for other team members. **Key responsibilities**: -...
-
Salesperson - Corporate Fx
2 weeks ago
Mumbai, India Citi Full time**ob Purpose** - To work with the Corporate FX Sales team in India, providing a complete foreign exchange advisory and flow derivatives service to a portfolio of clients - Expected to enhance and develop relationships with the existing client base as well as build new contacts and prospects. - Back-up for other team members. **Key responsibilities**: -...
-
Corporate Fx Salesperson
2 weeks ago
Mumbai, India Citi Full time**Responsibilities**: - To provide Foreign Exchange Services to the allotted client category. Client category shall include clients of Local Corporate Bank, GSG and CCB. - Foreign Exchange Services would primarily include: - Execution / deal booking of FX trades including Cash/ Tom/Spot and transactions - Execution of forward FX trades - Ensuring all FX...
-
Business Clients Area Advisor, As
2 weeks ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Business Clients Area Advisor, AS**: **Job ID**:R0396764 **Full/Part-Time**:Full-time **Regular/Temporary**:Regular **Listed**:2025-07-18 **Location**:Mumbai **Position Overview**: **Job Title: Business Clients Area Advisor, AS** **Location: Mumbai, India** **Role Description** - Branch Banking is the liability business for Deutsche Bank present in...
-
Business Clients Advisor, Avp
1 week ago
Mumbai, Maharashtra, India Deutsche Bank Full time**Business Clients Advisor, AVP**: **Job ID**:R0345550**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-10**Location**:Mumbai**Position Overview**: **Job Title**:Business Clients Advisor, AVP** **Location: Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations...
-
Fx Supervisor
2 weeks ago
Mumbai, India Scanline VFX Full timeScanline VFX, a Netflix Company, is an award-winning, global leader in the visual effects industry with studios in 7 core locations. From humble beginnings over 30 years ago, we’ve grown to a team of over 1,400 made up of diverse nationalities from around the world. Underpinned by a commitment to innovation, Eyeline Studios, Scanline’s virtual production...