Business Development
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 qualified 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.

📌 Treasury Consultant Mumbai
🏢 Infinity consultants
📍 Mumbai