Executive - Client Relations

About Forexserve

We are a leading FX risk management consultancy specialising in helping corporates identify, manage, and mitigate foreign exchange and interest rate risks. Our team works closely with clients across diverse industries to provide strategic advisory, data-driven insights, and execution support for effective treasury and hedging decisions.

We are looking for an qualified professional to join our growing team. The role involves managing existing corporate clients, providing market intelligence and hedging recommendations, and working alongside the business development team to onboard and support new clients.

Key Responsibilities

• Manage relationships with existing corporate clients, ensuring proactive communication and timely delivery of advisory support.
• Analyse client FX exposures, balance sheet positions, and cash flow forecasts to design suitable hedging strategies.
• Monitor currency markets and macroeconomic developments to provide clients with actionable insights and risk mitigation ideas.
• Prepare and present periodic market outlooks, risk reviews, and performance reports.
• Support the business development team by assisting in client pitches, preparing proposals, and conducting preliminary exposure analysis for prospective clients.
• Liaise with banks and clients to gather pricing information and execution support where required.
• Contribute to internal research on currencies, interest rates, and hedging instruments to strengthen the firm’s knowledge base.
• Ensure alignment of advisory recommendations with hedge accounting and internal risk management frameworks.

Qualifications:

• MBA (Finance)
• Professional qualifications such as CA or CFA are preferred but not mandatory.

Experience:

• Minimum of 2 years of post-qualification experience
• Relevant experience in consulting, finance, banking, intermediaries, broking houses, or insurance, with a focus on acquiring new clients and managing relationships for promoting financial products and services
• Proven ability to deliver business presentations and conduct client meetings with both prospective and existing clients
• Proficiency in basic Excel for creating and managing data templates to support client servicing

Skills Required:

• Strong analytical skills with proficiency in Excel and comfort with financial data and modelling.
• Strong communication and presentation skills.
• Self-motivated, detail-oriented, and comfortable managing multiple client engagements simultaneously.

Compensation:

• Fixed plus Variable

Job Types: Full-time, Permanent

Pay: From ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Paid time off
• Work from home

Work Location: In person