Senior Manager - Wealth Management & Corporate Treasury (3-8 yrs)

Global Financial services and Wealth Mgt company requires Mgr/ Sr Mgr Wealth Mgt and Corporate Treasury - Mumbai( BKC).

One of our client a Global Treasury mgt and Financial advisory 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.it is a one stop treasury and FX solutions firm , over last 19 years. We engage with Indian and global clients helping them create FX and Treasury Solutions. It is well positioned in Indian market having relationships with CFO and Promoter level at 100s of companies.

We are hiring Mgr/ Sr Mgr- Wealth and corporate Treasury Mgt for to head the wealth management business.

The details are as follows:

1) Client - Leading Treasury mgt and Wealth Mgt company.

2) Role- Mgr/ Sr Mgr- Wealth Mgt and corporate Treasury Mgt.

3) Location- BKC -Mumbai.

4) Experience- 3- 8years in Wealth Mgt/ corprorate Treasury mgt.

- 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 CXOs/UHNI/Family offices 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.

- 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.

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:

- Exposure to working closely with our CEO.

- 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

- A problem-solving mindset, with specific examples of how they have solved complex financial issues in treasury or wealth management roles, leading to measurable outcomes.

- Open to work in Mumbai

- Your understanding of financial markets, including hedging, trading, forwards, and options and basic macroeconomics.

- Practical experience with high-net-worth individuals (HNIs) and corporate clients, particularly in setting up meetings and managing relationships.

In addition, the candidate should demonstrate:

- Basic Excel skills for data analysis, reporting, and financial modeling, which are crucial for tasks such as portfolio optimization and risk assessment.

- CRM usage experience, ensuring efficient client management, tracking interactions, and follow-ups.