14 Aug
|
Net Connect
|
Mumbai
14 Aug
Net Connect
Mumbai
Key Responsibilities
- Build and manage a pipeline of 10-15 institutional client relationships, including corporate treasuries, family offices, and high-net-worth individuals (HNIs).
- Own the end-to-end client origination process, including identification, approach, pitch, and onboarding, with a focus on positioning silver arbitrage against conventional money market instruments.
- Act as the primary relationship owner post-onboarding, ensuring client satisfaction through regular communication and tailored advisory services.
- Prepare and deliver investment proposals, performance reviews, and market commentary tailored to each client's needs.
- Coordinate with trading and operations teams to ensure smooth execution of client transactions and satisfaction.
- Monitor MCX guidelines, SEBI regulations, and commodity/treasury market trends to provide strategic input to leadership on product positioning and pricing.
- Represent the firm at industry events and forums, enhancing its visibility and reputation within the financial services industry.
- Contribute to the development and evolution of the firm's product offerings, ensuring they meet market demands and regulatory requirements.
Overview
- a bullion and treasury-focused financial services firm, a newly established MCX-licensed subsidiary of one of India's leading bullion companies, is seeking a Senior Manager for Treasury Development.
- The company is focused on building its institutional client base from the ground up, targeting corporate treasury clients with a sophisticated investment strategy centered around silver arbitrage.
- This role requires a proactive leader with a deep understanding of treasury and fixed-income markets, capable of both originating recent business and providing advisory services.
- This unique position involves educating and selling a niche investment product to clients who are typically familiar with more traditional money market instruments.
- The ideal candidate will possess both strong origination skills and the credibility to offer advisory services, ensuring the successful positioning of silver arbitrage as a compelling alternative investment.
- Located in Mumbai, the role demands an individual who can thrive in a startup environment, demonstrating comfort with minimal structure and an ability to build significant client relationships from scratch.
- The candidate will play a pivotal role in the company's growth and positioning within the financial services industry.
- Given the niche nature of the product, the Senior Manager will need to articulate complex investment strategies to corporate treasurers and other institutional clients effectively.
- This role is pivotal for establishing a bullion and treasury-focused financial services firm's reputation and client base in the competitive consulting sector.
- The position offers an opportunity to work closely with leadership to influence product evolution and market positioning, ensuring the firm remains at the forefront of the industry.
Requirements
- 8-12 years of experience in treasury, fixed income sales, institutional business development, or related financial services.
- Deep working knowledge of money market instruments, including Treasury bills, commercial paper, and liquid/ultra-short funds.
- Established network within institutional clients, particularly in corporate treasuries, family offices, or fund management sectors.
- Proven ability to operate in a lean, early-stage setup, demonstrating comfort with minimal structure and high levels of autonomy.
- Familiarity with MCX, commodity market structures, and the mechanics of physical silver trading.
- Experience in selling non-standard or structured investment products to treasury clients.
- Preferably hold NISM/IRDAI certifications or equivalent compliance credentials.
📌 Senior Treasury Development Manager (Mumbai)
🏢 Net Connect
📍 Mumbai