Job
Description
As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your main objective will be to drive growth and provide customized financial solutions to CorpCare's diverse clientele. Key Responsibilities: - Serve as the primary point of contact for corporate clients, leading negotiations, conducting strategic reviews, and finalizing contracts - Take the lead in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices - Ensure that growth targets, revenue generation, and client satisfaction goals are achieved - Establish and supervise a team dedicated to client acquisition, service delivery, and product management Qualifications Required: - Background in Mutual Fund Institutional Sales preferred, with experience handling institutional clients for AMCs or similar platforms - 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or related fields - Strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment requirements - Proven track record in client acquisition/relationship management and strategic advisory in financial investments, particularly treasury management - Expertise in managing investments, liquidity, and risk management strategies - Excellent communication and negotiation skills, with experience in boardroom-level presentations - CA, MBA, or CFA qualification At CorpCare, we are an all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. Our mission is to provide a single-window solution for corporates, family offices, and HNIs to develop and manage treasury management policies. We offer portfolio management advisory services to assist in conducting reviews with investment committees and boards. As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your main objective will be to drive growth and provide customized financial solutions to CorpCare's diverse clientele. Key Responsibilities: - Serve as the primary point of contact for corporate clients, leading negotiations, conducting strategic reviews, and finalizing contracts - Take the lead in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices - Ensure that growth targets, revenue generation, and client satisfaction goals are achieved - Establish and supervise a team dedicated to client acquisition, service delivery, and product management Qualifications Required: - Background in Mutual Fund Institutional Sales preferred, with experience handling institutional clients for AMCs or similar platforms - 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or related fields - Strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment requirements - Proven track record in client acquisition/relationship management and strategic advisory in financial investments, particularly treasury management - Expertise in managing investments, liquidity, and risk management strategies - Excellent communication and negotiation skills, with experience in boardroom-level presentations - CA, MBA, or CFA qualification At CorpCare, we are an all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. Our mission is to provide a single-window solution for corporates, family offices, and HNIs to develop and manage treasury management policies. We offer portfolio management advisory services to assist in conducting reviews with investment committees and boards.
