- Generate qualified leads through networking, referrals, industry events, and outbound outreach.
- Conduct treasury discovery meetings with prospective clients.
- Understand client FX exposure, banking relationships, and treasury processes.
- Present Infinity Treasury's value proposition and service offerings.
- Prepare commercial proposals and support contract negotiations.
- Achieve annual recurring revenue targets.
Relationship Management
- Serve as the primary Relationship manager for assigned clients.
- Coordinate periodic treasury review meetings.
- Identify opportunities for additional advisory services.
- Ensure high client satisfaction and timely issue resolution.
- Drive renewals and long-term client retention.
Market Development
- Build relationships with banks, export promotion councils, industry associations,
ERP partners, and professional advisors.
- Represent Infinity Treasury at seminars, conferences, and trade events.
- Contribute to thought leadership through webinars, LinkedIn, and client education initiatives.
Required Skills
- Robust communication and presentation skills.
- Understanding of corporate finance and treasury concepts.
- Ability to engage with CXOs and business owners.
- Commercial negotiation skills.
- CRM discipline and pipeline management.
- Self-driven and entrepreneurial mindset.
Preferred knowledge of trade finance, foreign exchange markets, working capital, and export-import business.