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8.0 - 12.0 years
0 Lacs
maharashtra
On-site
As a Treasury Service Relationship Manager at the AVP/VP level, your role will involve managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine strong technical expertise, deep market intelligence, and superior relationship management skills. Key Responsibilities: - Develop and manage relationships with corporate clients to understand their treasury needs and provide customized solutions. - Drive sales of treasury and risk management products including liquidity, cash management, and investments. - Partner with internal teams (risk, compliance, operations, product) to deliver seamless clie...
Posted 6 days ago
0.0 - 1.0 years
1 - 3 Lacs
bhopal, ahmedabad, bengaluru
Work from Office
Job Description: To support the marketing, sales and distribution of Fixed Income products like Govt. Securities, T-bills, State Development loans, Corporate Bonds etc. to Institutional Investors such as Cooperative Banks/ DCCBs/ Apex Banks, Provident Fund / Pension/ Gratuity trusts, NBFCs, Universities, Trusts etc and other eligible market participants as per the extent guidelines and policies of the Company. Job KRAs: New client acquisition, retention of existing clients, assessing requirement of clients for sale/ purchase of fixed income products and support in achieving Business Targets of the Company.
Posted 1 week ago
2.0 - 6.0 years
0 Lacs
maharashtra
On-site
As a Treasury Marketing Officer, you will be expected to have 2-5 years of experience in Treasury Sales or as a Relationship Manager in the Treasury Domain. Your qualifications should include an MBA or any equivalent Post Graduate Degree. You must possess a strong knowledge of financial markets, Forex derivatives, and treasury instruments, along with excellent interpersonal, communication, and negotiation skills. Your key responsibilities will include identifying and acquiring new clients with treasury requirements, promoting various treasury products, monitoring market developments and trends to inform clients, working as a Relationship Manager for High Net worth customers, and coordinating...
Posted 2 weeks ago
2.0 - 7.0 years
5 - 10 Lacs
mumbai
Work from Office
Role & responsibilities Job description Maximizing lead generation through driving the sales team. Drive the on-boarding of new clients through consultative selling of FX Consulting, Treasury Audit and other services. Pitching relevant Forex Consulting and advisory, Treasury Audit and Forex as a profit centre service and arranging meetings with CFOs and MDs of large corporates. Maximizing lead generation Tracking and reporting sales performance including pipeline, acquisition results and market conditions Analyse the currency market from technical perspective and advise clients to increase their Forex wallet Candidates must have knowledge of advising premium export / import oriented companie...
Posted 3 weeks ago
2.0 - 7.0 years
5 - 10 Lacs
mumbai
Work from Office
Role & responsibilities Job description Maximizing lead generation through driving the sales team. Drive the on-boarding of new clients through consultative selling of FX Consulting, Treasury Audit and other services. Pitching relevant Forex Consulting and advisory, Treasury Audit and Forex as a profit centre service and arranging meetings with CFOs and MDs of large corporates. Maximizing lead generation Tracking and reporting sales performance including pipeline, acquisition results and market conditions Analyse the currency market from technical perspective and advise clients to increase their Forex wallet Candidates must have knowledge of advising premium export / import oriented companie...
Posted 3 weeks ago
6.0 - 11.0 years
0 - 0 Lacs
mumbai city
On-site
Leading Wealth Mgt and financial advisory firm requires Mgr/Sr Manager - Wealth & Treasury sales - Mumbai( BKC) PFB the JD and details- Role Overview- This is a high-impact B2B client acquisition and business development role. We are seeking an entrepreneurial and finance-savvy professional who will drive new client acquisition through relationship building with CXOs, UHNIs, and Family Offices. The individual will play a crucial role in expanding Treasury and Wealth Management client base while working closely with top-level management. Over 23 years, the candidate will gain deep exposure to FX, derivatives, treasury, corporate finance, and wealth management by participating in high-level me...
Posted 4 weeks ago
5.0 - 10.0 years
0 - 0 Lacs
mumbai city
On-site
Leading Wealth Mgt and financial advisory firm requires Relationship Mgr - Wealth & Treasury Business - Mumbai One of our client a leading wealth mgt and Finacial advusory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It ...
Posted 1 month ago
8.0 - 12.0 years
0 Lacs
karnataka
On-site
As an Asian leader in treasury operations, DBS Global Financial Markets (GFM) extends a broad range of capabilities ranging from trading, structuring, and sales in foreign exchange, interest rates, money market, credit, equity, commodities, bonds, derivatives, and securities. We are a key player in various regional markets and actively make market, structure, originate, innovate, and distribute a wide range of products. Our extensive network in Asia and our growing Asian-focused franchises help expand our product outreach and deepen product penetration. Altogether, our specialists are working across our expanding branch network to offer a full range of products and exceptional levels of serv...
Posted 1 month ago
3.0 - 8.0 years
22 - 32 Lacs
Pune
Work from Office
Roles and Responsibilities Manage relationships with existing clients to identify their treasury needs and provide tailored solutions. Develop new business opportunities through proactive marketing efforts, networking, and referrals. Stay up-to-date on market developments, economic indicators, and regulatory changes to inform trading decisions. Analyze trade data to optimize portfolio performance and identify areas for improvement. Desired Candidate Profile 3-8 years of experience in corporate dealing or related field (Treasury Sales/ FX). Strong understanding of derivatives markets (foreign exchange), hedging strategies, money market instruments. Excellent communication skills for building ...
Posted 1 month ago
3.0 - 6.0 years
25 - 30 Lacs
Mumbai, Ahmedabad
Work from Office
Role & responsibilities : Ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank. Increase market and wallet share of FX business for the customers covered Strong relationships with external and internal stakeholders. Focus on fulfilment of all treasury transactions in adherence to the Banks processes and policies. Financial Objective : Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated. Maximise revenue for the desk while handling all non-allocated customers. Increase Trade and FX wallet share of the customers. Grow derivative business in the given se...
Posted 1 month ago
0.0 - 4.0 years
0 Lacs
hyderabad, telangana
On-site
As an international bank with over 170 years of history, Standard Chartered is dedicated to making a positive impact for its clients, communities, and employees. We are a forward-thinking organization that thrives on challenges and constantly seeks opportunities to grow and excel. If you are seeking a purpose-driven career in a bank that values diversity and inclusion, we welcome you to join our team. At Standard Chartered, we are committed to driving commerce and prosperity through our unique diversity. Our brand promise is to be here for good, and we achieve this by embodying our valued behaviors. We prioritize doing the right thing, challenging ourselves, and maintaining integrity while a...
Posted 1 month ago
3.0 - 6.0 years
25 - 30 Lacs
Mumbai, Pune, Ahmedabad
Work from Office
Role & responsibilities : Ensure business unit and revenue delivery as per the plan. Grow the business in each segment of the coverage, focusing on ROE for the Bank. Increase market and wallet share of FX business for the customers covered Strong relationships with external and internal stakeholders. Focus on fulfilment of all treasury transactions in adherence to the Banks processes and policies. Financial Objective : Achieve the budgeted Revenue and Volume target at the customer and segment level for the customers allocated. Maximise revenue for the desk while handling all non-allocated customers. Increase Trade and FX wallet share of the customers. Grow derivative business in the given se...
Posted 1 month ago
2.0 - 5.0 years
15 - 20 Lacs
Chennai, Bengaluru, Mumbai (All Areas)
Work from Office
Roles and Responsibilities Provide expert advice on treasury sales products such as FX, Money Market instruments and Derivatives to meet client needs. Develop new business opportunities through client acquisition and retention strategies. Collaborate with internal teams to resolve issues related to foreign exchange transactions and hedging solutions. Analyze market trends and provide insights to optimize investment portfolios. Desired Candidate Profile 2-5 years of experience in Treasury Dealing or similar role in Banking industry. MBA/PGDM degree from a reputable institution (Any Specialization). Strong understanding of Forex Trading, Foreign Exchange, Fx Sales, Corporate Clients' requireme...
Posted 1 month ago
3.0 - 8.0 years
0 Lacs
karnataka
On-site
The job opportunity with a leading private bank is for the position of Relationship Manager - Treasury Sales. The location for this role can be Bangalore, Delhi, or Chennai, and the ideal candidate should have 3-8 years of experience. As a Relationship Manager - Treasury Sales, your responsibilities will include managing transactions passing through the bank, maintaining customer connections, increasing FX share, and hedging interest rate and currency risks. You will serve as the primary point of contact for corporate clients" treasury needs, building and maintaining close relationships while providing knowledge on risk-reduction tactics and market opportunities. Collaboration with BFIG Team...
Posted 1 month ago
5.0 - 10.0 years
25 - 30 Lacs
Gandhinagar
Work from Office
Management of Liquidity Oversee overnight liquidity, including the operations of NOSTRO accounts. Deal with interbank counterparties to carry out lending and borrowing. Track and evaluate cash flows from a variety of sources on a daily and forecasted basis. Make a plan for medium- and long-term liquidity. Maintain regulatory ratios (LCR, NSFR, etc.) and control liquidity gaps. Management of Markets profound knowledge of treasury products and financial markets. For the best returns, manage your investment book.
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
As a member of the Treasury Sales team, you will be responsible for managing all client transactions related to Foreign Exchange (FX) and Interest rates. Your role will involve providing advice on Markets, Risk Management, and Derivative solutions, while focusing on building and expanding our franchise. In this dynamic markets role, you will need to have a deep understanding of market dynamics, including the factors that influence them, and conduct thorough analysis to make informed decisions. Your primary responsibilities will include handling transactions within the bank, such as hedging currency and interest rate risks, maintaining client relationships, and increasing our market share in ...
Posted 1 month ago
5.0 - 10.0 years
5 - 10 Lacs
Mumbai, Maharashtra, India
On-site
To achieve RTFX Income Target on entire range of Trade & Forex products, viz., Imports/ Exports/ Bank Guarantees & LCs / Buyer's Credit/ FDI/ODI/ ECB, A2 remittances, Currency Sale/Purchase, Forex Cards, FCY DDs, inward and outward Remittances etc. Training branch staff and portfolio owners on the RTFX products to enable them to pitch the same to existing customers in the day to day interactions. Support the branch in creating visibility for RTFX products, and driving marketing promotions in the catchment in coordination with regional marketing teams. Selling Forward Cover as a hedging solution to maximise exchange income for the Bank and minimize exchange risk for the customers. To resolve ...
Posted 1 month ago
3.0 - 8.0 years
17 - 22 Lacs
Noida
Work from Office
Role & responsibilities Advisory and Sales of Foreign Exchange, Derivatives and Risk Management Solutions to the Clients Actively sourcing new clients and engaging with existing ones on FX and Rates Solutions Executing client trades and keep track of their open positions and constantly advise the client on these positions on the basis of technical analysis, macro and micro economic and fundamental research Negotiating and closing all documents as required from client to facilitate the Fx Business Collaborating with Trade and Relationship and other teams within the Bank to enhance business volumes Key Requirements 2 years in the Financial Markets function Updated knowledge of RBI guidelines a...
Posted 1 month ago
6.0 - 11.0 years
10 - 20 Lacs
Gurugram, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT #Ensure internal and regulatory compliance Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 2 months ago
6.0 - 11.0 years
12 - 22 Lacs
Pune, Delhi / NCR, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 2 months ago
3.0 - 8.0 years
13 - 20 Lacs
Bengaluru, Delhi / NCR, Mumbai (All Areas)
Work from Office
Opening with a leading Private Sector Bank..!! Role : Relationship Manager - Treasury Location : Mumbai, Delhi, Bangalore Roles & Responsibilities : -Helping customers manage their investment portfolios by offering advice derived from cash flow projections and market analysis. -Finding and bringing on new business clients, especially those with treasury needs. -Ensuring compliance with all applicable laws and rules pertaining to client transactions and treasury operations. -Managing transactions as they pass through the bank, such as maintaining customer connections, increasing the FX share, and hedging interest rate and currency risks. -In order to promote FX business across their clientele...
Posted 3 months ago
6.0 - 11.0 years
7 - 15 Lacs
Navi Mumbai, Pune, Mumbai (All Areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Resolve customer queries TAT Call - 7897726700 Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 3 months ago
3.0 - 8.0 years
3 - 8 Lacs
Bhubaneswar, Kolkata, Mumbai (All Areas)
Work from Office
Job Title: Assistant Sales Manager Company: BFC Forex & Financial Services Private Limited Location: Kolkata, Mumbai & Bhubaneshwar We are expanding our operations and seeking a highly motivated and experienced Sales people to lead and grow our sales team in the fast-paced, dynamic Forex market. Position Overview: To drive the growth of Chanels distribution channels by managing partner relationships, optimizing retail performance, and supporting the implementation of sales and brand strategies. This role will serve as a liaison between Chanel and its channel partners, ensuring alignment with brand standards and business goals. Key Responsibilities: Channel Sales Development Support the execu...
Posted 3 months ago
6.0 - 11.0 years
12 - 22 Lacs
Karimnagar, Warangal, Hyderabad
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 10 M #Portfolio review of clients & Cross Sell #Brokerage generation through advising HNI clients for Equity & Derivative portfolio. Required Candidate profile *6-12 yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
Posted 3 months ago
10.0 - 15.0 years
12 - 22 Lacs
pune, delhi / ncr, mumbai (all areas)
Work from Office
#Establish, manage & grow the TRV of the elite Treasures Clients /HNI Clients #Acquire the clients having AUM => INR 100cr #Portfolio review of clients & Cross Sell # further queries Call us - 7897726700 Required Candidate profile *10+ yrs exp. in HNI Sales / Wealth Management / Private Banking *Graduate with MBA *Rich exp. of financial planning & wealth mgmt. *AMFI / IRDAI / FEDAI /BCSBI certification will be preferred
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