Corporate Sales Specialist- Client Coverage

2 - 8 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

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 Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSME, corporate treasury, and UHNI/Family Office financial investment needs is essential. Your responsibilities will include serving as the primary point of contact for corporate clients, leading client acquisition and relationship management efforts, and ensuring growth targets and client satisfaction are met. You will also be tasked with managing client investment portfolios, advising on risk management, liquidity strategies, and capital deployment. Successful candidates will demonstrate proficiency in client acquisition/relationship management, strategic advisory in financial investments, and expertise in managing investments, liquidity, and risk management strategies. Strong communication and negotiation skills, along with boardroom-level presentation experience, are necessary for this role. A CA, MBA, or CFA qualification is preferred. In summary, as a Client Coverage Role at CorpCare, you will play a crucial role in driving growth, delivering financial solutions, and ensuring client satisfaction across our diverse clientele.,

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