Relationship Manager – Corporate Treasurer

Job Description:

Job Title: Relationship Manager – Corporate Treasurer

Education: MBA (mandatory) from a reputed institution

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 our platform.
• Drive corporate investments into company 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.
• Sound understanding of corporate fund management, cash flow optimization, and treasury operations.
• Ability to understand client requirements and deliver tailored investment solutions.
• Excellent communication, presentation, and relationship management skills.
• MBA from a reputed college is mandatory.