Specialist - Business Development - FX & Treasury Business (2-4 yrs)

Global Leading Wealth mgt and financial advisory firm requires Business Development sopecialist- FX& Treasury Business - Mumbai

One of our client a leading wealth mgt and lFinacial advusory fiorm 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:

Position Title: FX and Treasury Business Development Specialist

Experience: 2- 4 years of relevant experience

Location: Mumbai - BKC

About Us:

One Stop Treasury & FX Solutions Firm for over the last 17 years. We engage with Indian and global clients helping them create world class FX & Treasury Solutions, and entered into a new vertical of wealth management under the brand BillionZ. We also run India's elite treasury forum - Treasury Elite which is a mentoring , knowledge sharing and networking platform , an initiative by IFA Global.

Role Description:

- It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. The candidate has to be energetic and quick to acquire knowledge and skills to do justice for this role. A strong finance knowledge and prior experience of setting meetings with CXO's/UHNI/Family offices is very important.

- Over a period of 2- 3 years the candidate will develop strong skills in relationship building and understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since they will be a part of most meetings at Promoter levels and CFO levels.

- Candidates have a very good share in client's revenue which becomes an attractive part in the long term.

- This is a Professional Services Client Acquisition Role position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 10 meetings per month for Senior Management. (Channel used will be Linkedin - Associations - Cold calls , references , leads by webinars etc. Database and numbers will be provided)

- Pitching Treasury Solutions to Export Import companies Fund Management to UHNI and Family Offices in India..

- Maintaining proper records of leads created , meetings set , presentation creation in ZOHO.

- Growth Path - Candidate may have a growth path of developing into an treasury/wealth advisor in next 1- 2 years or managerial role.

Experience / Eligibility & Skill Set Required:

- Graduates from only top Tier College/MBA (Dual Specialisation) or Finance.

- Entrepreneurial mindset and burning desire to grow, Use our platform, build connections, and increase his treasury and wealth clientele. Avid readers, smart and highly motivated people only apply.

- Fixing meetings and pre- sales experience of minimum 2 years in Financial Markets/Mutual Funds/Broking /Banks/Treasury etc. It is a B2B sales.

- Excellent English , verbal and written communication.

- Passionate about Sales and Connecting with People.

- Understanding of Finance/Financial Products , Derivatives is must. Avoid applying without having strong understanding on Financial products and excellent English skills.

What you will learn:

- Advanced knowledge of FX, treasury, and Wealth management products while managing and meeting treasury teams across different industries.

- Direct Coaching from Harvard- educated coaches.

- Presentation and Communication skills - Exposure to meeting and advising the CEO/CFO of large companies.

- Advanced concepts of markets, advanced predictive models, advanced options, etc.

- Understanding of asset allocation and quantitative allocation across wealth products.

- Trainings on conducting High quality meetings with CXO levels.