Manager / Sr Manager - Wealth & Treasury

Job Description

- 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