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2.0 - 4.0 years
6 - 8 Lacs
mumbai
Work from Office
Role Overview: We are seeking a Relationship Manager /AM to drive client outreach, and strategic business growth. Responsible for NTB acquisition and maintaining existing client relationships. Key Responsibilities: Marketing & Outreach: Develop and execute a multi-channel approach for client outreach and acquire NTB clients Create compelling pitch and decks. Conduct market research to identify new business opportunities. Business Development & Client Engagement: Actively contact potential clients through cold calling, emails, and networking. Build and nurture long-term client relationships by understanding their business and operating cycle, aligning the analyst team, and provide the right s...
Posted 23 hours ago
5.0 - 10.0 years
12 - 22 Lacs
pune, ahmedabad, delhi / ncr
Work from Office
Job Title: Investment Product Sales Corporate & Institutional (Fixed Income / Treasury Sales) Location: Delhi, India Experience: 4 – 15 Years Employment Type: Full-Time | Individual Contributor Role About the Role: We are looking for a dynamic and well-connected professional to drive sales of investment products to corporates and institutional investors . The ideal candidate will have strong relationships with Corporate Treasuries, PF Trusts, Pension Funds, Family Offices, and other Institutional Investors , and a proven track record in mobilizing investments in approved securities and fixed-income products . This is an individual contributor role , best suited for a self-starter who thrives...
Posted 4 days ago
6.0 - 11.0 years
10 - 18 Lacs
noida
Work from Office
Role & responsibilities To drive Treasury and Trade Sales across Commercial Banking Group clients by providing comprehensive FX & trade solutions. The role involves acquiring and deepening client relationships through a consultative approach and enhancing share of wallet in Treasury & Trade products. Pitch trade finance solutions (LCs, BGs, Buyers Credit, Export Credit, Supply Chain Finance, etc.). Coordinate with internal Trade Product and Credit teams to structure and deliver trade-based solutions. Drive trade income by identifying opportunities from existing and new clients. Work closely with Relationship Managers (RMs) to provide seamless trade solutions and onboarding. Preferred candida...
Posted 2 weeks ago
5.0 - 10.0 years
10 - 20 Lacs
chennai, delhi / ncr, mumbai (all areas)
Work from Office
Job Title: Manager / AVP Institutional Sales (Treasury & Investments) – Delhi NCR Location: Delhi NCR Experience: 4+ Years Industry: BFSI, Investment Management, Treasury Solutions Employment Type: Full Time About the Role: We are seeking a high-performing Institutional Sales professional to drive treasury-led investment acquisition for the Delhi cluster . The ideal candidate brings a strong network across Banks, NBFCs, Corporates, Financial Institutions, and Family Offices , with a proven ability to mobilize institutional deposits and investments . This is a strategic, client-facing role working directly with CFOs, Treasurers, and Treasury Heads to offer tailored solutions across Fixed Inco...
Posted 2 weeks ago
2.0 - 7.0 years
8 - 10 Lacs
mumbai
Work from Office
HNI Client Handling . Acquisition of new HNI /Ultra HNI Clients. Portfolio Management FX Trading FX derivatives Sales Treasury sales
Posted 2 weeks ago
5.0 - 10.0 years
15 - 30 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
Work from Office
Wealth Relationship Manager Corporate & Institutional Investments Location: Delhi NCR Company: Leading NBFC / Wealth Management Platform Experience Required: 5 to 10 Years Industry: BFSI / Wealth Management / Investment Advisory / NBFC Functional Area: Corporate Sales / Institutional Sales / Wealth Management Job Description: We are seeking a dynamic and experienced Wealth Relationship Manager to manage and grow investment relationships with Corporates, Institutions, and Family Offices . The ideal candidate will have a strong background in financial markets and a proven track record in managing high-value investment portfolios across a wide range of products such as Fixed Deposits, Bonds, CP...
Posted 2 weeks ago
8.0 - 13.0 years
15 - 25 Lacs
bengaluru, delhi / ncr, mumbai (all areas)
Work from Office
Job Title: Cluster Manager Financial Institutions Location: Delhi, NCR, Mumbai Company: Leading NBFC About the Role We are looking for a seasoned professional to lead our Institutional Sales function for the Delhi cluster. In this role, you will be responsible for acquiring, mobilising, and managing deposit and investment relationships with financial institutions, banks, NBFCs, family offices, and large / mid corporates. You will also crosssell the companys suite of asset & treasury products and act as a trusted advisor to treasury/CFO stakeholders. Key Responsibilities Acquire and mobilise investments and deposits from FIs, large / mid corporates, NBFCs, banks, family offices Manage & deepe...
Posted 2 weeks ago
5.0 - 10.0 years
7 - 17 Lacs
hubli, meerut, jaipur
Work from Office
Role & responsibilities To drive sales and acquisition of treasury and trade products (Forex, Trade Finance, and Transaction Banking) to SME , mid-market and Corporate clients. The candidate will be responsible for managing a portfolio, acquiring new business, and offering customized treasury solutions to clients while ensuring revenue growth and risk management. Preferred candidate profile Interested candidates share your cv at dharini.chudasam@axisbank.com
Posted 2 weeks ago
2.0 - 7.0 years
5 - 15 Lacs
mumbai, mumbai suburban, mumbai (all areas)
Work from Office
Step Up2 YES Non Retail Mega Drive | Hiring Event on 8th October YES BANK invites dynamic professionals to be part of its Non-Retail Banking verticals across multiple strategic business units. If youre passionate about relationship management, product development, and driving financial solutions, this is your opportunity to step up and make an impact! Open Positions: 1)Mid Corporates-Commercial Banking 2)Medium Enterprises-Commercial Banking 3)Small Enterprises-Commercial Banking 4)Large Corporates 5)Financial Institutions-Financial Institutions 6)FM Sales-Financial Markets 7)Multinational & New Economy 8)CMS Corporate Sales-Transaction Banking Group 9)CMS Product - Transaction Banking Group...
Posted 1 month ago
2.0 - 7.0 years
10 - 20 Lacs
kolkata, hyderabad, chennai
Work from Office
Develop and Build Strong B2B/Corporate Treasury Network & Relationship Ensure AMC is the preferred investment choice of Corporate Suggest products after proper need analysis Required Candidate profile Should be from AMC/MF background Strong Capital Market Knowledge Business Banking/Securities/ NBFC background with Corporate Sales Exp can be considered Ability to build strong relationship with CXOs. Perks and benefits Excellent Incentives and Job Security
Posted 1 month ago
3.0 - 7.0 years
0 Lacs
maharashtra
On-site
Role Overview: As a Treasury Sales professional, your primary responsibility will be to handle all client transactions on Foreign Exchange (FX) and Interest rates within the Treasury unit. You will be required to provide advice on Markets, Risk Management, and Derivative solutions. This role is crucial in maintaining client relationships, growing the share of FX, and ensuring effective risk management strategies for clients. Key Responsibilities: - Handling transactions flowing through the bank, including hedging currency and interest rate risks - Sustaining and growing client relationships by understanding client businesses and providing risk management strategies - Working closely with Cor...
Posted 1 month ago
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 1 month 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 month 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 months 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 2 months 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 2 months 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 2 months 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 2 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months 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 3 months ago
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