Executive - Client Relations

1 week ago

Ashok Vihar Delhi Delhi, India Forexserve Full time ₹ 3,00,000 - ₹ 6,00,000 per year

Key Responsibilities

  • Manage relationships with existing corporate clients, ensuring proactive communication and timely delivery of advisory support.
  • Analyse client FX exposures, balance sheet positions, and cash flow forecasts to design suitable hedging strategies.
  • Monitor currency markets and macroeconomic developments to provide clients with actionable insights and risk mitigation ideas.
  • Prepare and present periodic market outlooks, risk reviews, and performance reports.
  • Support the business development team by assisting in client pitches, preparing proposals, and conducting preliminary exposure analysis for prospective clients.
  • Liaise with banks and clients to gather pricing information and execution support where required.
  • Contribute to internal research on currencies, interest rates, and hedging instruments to strengthen the firm's knowledge base.
  • Ensure alignment of advisory recommendations with hedge accounting and internal risk management frameworks.

Qualifications:

  • MBA (Finance)
  • Professional qualifications such as CA or CFA are preferred but not mandatory.

Experience:

  • Minimum of 2 years of post-qualification experience
  • Relevant experience in consulting, finance, banking, intermediaries, broking houses, or insurance, with a focus on acquiring new clients and managing relationships for promoting financial products and services
  • Proven ability to deliver business presentations and conduct client meetings with both prospective and existing clients
  • Proficiency in basic Excel for creating and managing data templates to support client servicing

Skills Required:

  • Strong analytical skills with proficiency in Excel and comfort with financial data and modelling.
  • Strong communication and presentation skills.
  • Self-motivated, detail-oriented, and comfortable managing multiple client engagements simultaneously.

Compensation:

  • Fixed plus Variable

Job Types: Full-time, Permanent

Pay: From ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Paid time off
  • Work from home

Work Location: In person

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