Assistant Manager - Sales (Forex/Finance)

Industry & Sector:

Primary job title (standardized):

• Drive new client acquisition and revenue growth by selling FX products (spot, forward, swaps, NDFs) to corporate and institutional clients.
• Manage end-to-end client relationships—onboard clients, assess FX needs, design hedging solutions, and execute trades with accuracy and compliance.
• Prepare tailored commercial proposals and pricing, negotiate deals, and close structured FX and treasury solutions to meet client objectives.
• Use CRM to track pipeline, forecast revenue, and coordinate with operations/settlement teams to ensure timely execution and delivery.
• Monitor market movements, communicate trade ideas and risk exposures to clients, and update internal stakeholders on opportunities and account health.
• Support KYC/AML and internal compliance processes; collaborate with risk and operations to maintain SOX/RBI-aligned controls.
  

Skills & Qualifications

Must-Have

• Forex Sales
• Corporate FX Sales
• FX Hedging Strategies
• Salesforce
• MetaTrader 4
• Microsoft Excel
  

Preferred

• Bloomberg Terminal
• SWIFT
• Treasury Payments
  

Qualifications

• Proven track record in B2B FX sales, corporate treasury, or bank treasury relationship management.
• Bachelor’s degree in Finance, Commerce, Economics or related discipline.
• Strong understanding of spot, forward, swap and non-deliverable forward (NDF) products and client hedging needs.
• Familiarity with KYC/AML and regulatory requirements relevant to FX and payments in India.
  

• Competitive fixed + variable compensation with clear incentives for revenue and client retention.
• Fast-paced, performance-driven environment with structured career progression in sales and treasury roles.
• Access to market training, research, and sales enablement tools to accelerate client impact.