Relationship Mgr- Wealth and treasury sales

4 days ago

Mumbai, Maharashtra, India Megma Services Pvt. Ltd Full time US$ 90,000 - US$ 1,20,000 per year

Leading Wealth Mgt and financial advisory firm requires Relationship Mgr - Wealth Treasury Business - Mumbai

One of our client a leading wealth mgt and Finacial advusory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth of tacit domain knowledge.

PFB the JD and details-

Role Overview-

This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management byparticipating in high-level meetings.

Key Responsibilities-

  • Drive professional services sales by targeting Treasury Solutions for Export-Import companies and Wealth Solutions for UHNI and Family Offices.
  • Set up 10+ qualified CXO/UHNI-level meetings per month using LinkedIn, cold calls, references, and webinar leads (Database and support provided).
  • Maintain accurate CRM records in ZOHO for leads, meetings, and pipeline tracking.
  • Create compelling presentations and pitch decks tailored to corporate and UHNI prospects.
  • Support business growth by identifying client needs and positioning IFAs value-added services.
  • Collaborate with the senior team to strategize entry points and engage clients at promoter/CFO levels.
  • Transition into a Treasury/Wealth Advisor or Managerial Role within 12 years based on performance.

Qualifications Experience

  • 5- 9 years of experience in sales. Very proficient in English and the basics of financial concepts.
  • Experience in customer service or relationship management will be preferred.
  • Proven track record in pre-sales or direct sales, preferably in B2B or high-ticket B2C segments.
  • Excellent communication skills, both verbal and written, with fluency in English.
  • Highly motivated, entrepreneurial mindset, strong relationship management skills.
  • Graduate/Postgraduate from with a specialization in Finance or Dual Specialization MBA.
  • Not suitable for candidates with only back-office or operational profiles or analyst roles.

What You Will Learn

  • Direct exposure to strategic discussions with CXOs, UHNIs, CFOs, and promoters across industries.
  • Advanced financial concepts including Treasury Management, FX Derivatives, Predictive Models, Option Greeks, and Asset Allocation.
  • Hands-on coaching from Harvard-educated mentors and weekly financial marke training sessions.
  • Mastery of presentation skills, negotiation techniques, and life skills for high-level advisory roles.
  • Opportunity to build a sustainable client base with long-term revenue-sharing potential

If the position interest you kindly share your cv at

or contact

Pranav

Share the following details

  • current fixed CTC and Notice period
  • Expected ctc
  • Relevant experience in wealth and treasury sales

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