Relationship Manager – Corporate Treasurer

18 hours ago

Mumbai, Maharashtra, India RECEX Full time ₹ 20,00,000 - ₹ 25,00,000 per year


Job Description:

Job Title: Relationship Manager – Corporate Treasurer

Education: MBA (mandatory) from a reputed institution

Role Overview: We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual funds or similar investment products to corporates and a deep understanding of corporate treasury functions.

Key Responsibilities:

  • Build and manage relationships with corporate treasurers, CFOs, and finance heads.
  • Pitch bill discounting solutions to corporates for their investment and onboard them onto the our platform.
  • Drive corporate investments into company by aligning offerings with their treasury goals.
  • Leverage existing network in wealth management and corporate investment to generate leads.
  • Educate corporates on alternative treasury investment options including digital trade finance.
  • Coordinate closely with internal credit, operations, and tech teams for smooth client onboarding and servicing.
  • Track market trends and provide regular updates to corporates to help with investment decisions.

Required Skills and Experience:

  • Minimum 5 years of experience in wealth management, corporate treasury, or investment product sales.
  • Strong experience in selling mutual funds or other investment products to corporates treasury is essential.
  • Sound understanding of corporate fund management, cash flow optimization, and treasury operations.
  • Ability to understand client requirements and deliver tailored investment solutions.
  • Excellent communication, presentation, and relationship management skills.
  • MBA from a reputed college is mandatory.

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