Sr. FX and Treasury Sales

Job Description:

The Treasury Sales personnel will be responsible for
maximizing lead generation and pitching Treasury
Solutions, CFO & Performance Improvement Services and
Wealth Management Solutions to Large Corporate, UHNI,
Global Clients, and Family Offices.
 Tracking and reporting sales performance including
pipeline, acquisition results, and market conditions.
 Drive the on boarding of new clients.
 Keep up-to-date on services and competition.
 Ensuring all performance standards are met viz.
business targets, controls, and compliance.
 Maintaining proper records of leads created,
meetings set presentation creation in ZOHO.
The position is also responsible for ensuring appropriate
sales processes are followed, and the highest levels of
controls and compliance have adhered to. Over a period of
2-3 years, the candidate will develop strong skills in
relationship building and understanding of various topics in
Treasury and Wealth Management at the Promoter level.

Educational Details: MBA

City: Mumbai

State: Maharashtra

PostalCode: 400012

Recruiter: Hasmukh +91 - 7969023008

Workhours: 9

Qualifications:

MBA

Created Date: 22-12-2021

Responsibilities:

The Treasury Sales personnel will be responsible for
maximizing lead generation and pitching Treasury
Solutions, CFO & Performance Improvement Services and
Wealth Management Solutions to Large Corporate, UHNI,
Global Clients, and Family Offices.
 Tracking and reporting sales performance including
pipeline, acquisition results, and market conditions.
 Drive the on boarding of new clients.
 Keep up-to-date on services and competition.
 Ensuring all performance standards are met viz.
business targets, controls, and compliance.
 Maintaining proper records of leads created,
meetings set presentation creation in ZOHO.
The position is also responsible for ensuring appropriate
sales processes are followed, and the highest levels of
controls and compliance have adhered to. Over a period of
2-3 years, the candidate will develop strong skills in
relationship building and understanding of various topics in
Treasury and Wealth Management at the Promoter level.