Relationship Manager - Corporate Treasurer

Role Overview:

We are seeking an experienced and dynamic Relationship Manager – Corporate Treasurer with a strong background in fund management, wealth management, and corporate investments. The ideal candidate should have a proven track record of selling mutual funds or similar investment products to corporates and a deep understanding of corporate treasury functions.

Key Responsibilities

·        Build and manage relationships with corporate treasurers, CFOs, and finance heads.

·        Pitch bill discounting solutions to corporates for their investment and onboard them onto the BillMart platform.

·        Drive corporate investments into BillMart by aligning offerings with their treasury goals.

·        Leverage existing network in wealth management and corporate investment to generate leads.

·        Educate corporates on alternative treasury investment options including digital trade finance.

·        Coordinate closely with internal credit, operations, and tech teams for smooth client onboarding and servicing.

·        Track market trends and provide regular updates to corporates to help with investment decisions.

Required Skills and Experience:

·        Minimum 5 years of experience in wealth management, corporate treasury, or investment product sales.

·        Strong experience in selling mutual funds or other investment products to corporates treasury is essential.

·        MBA from a reputed college is mandatory.