Company Overview:

BI Analytics Fintech is a leading provider of FX risk management and treasury solutions, offering comprehensive services designed to optimize treasury operations and enhance financial performance. We specialize in delivering tailored solutions for corporate clients, ensuring transparency, efficiency, and regulatory compliance in FX dealings.

Job Summary:

We are seeking a highly motivated and experienced professional to lead client acquisition and FX risk management advisory. The role involves acquiring new clients, nurturing relationships with existing ones, and providing strategic advisory services on FX risk management. The ideal candidate should possess a deep understanding of financial markets, FX risk strategies, and corporate treasury operations, along with exceptional communication and relationship management skills.

Key Responsibilities:

Client Acquisition & Business Development:

- Identify and pursue new business opportunities in corporate treasury and FX management.
- Build and manage a pipeline of prospective clients, ensuring consistent revenue growth.
- Develop and execute sales strategies to meet and exceed acquisition targets.
- Represent BI Analytics Fintech in industry events, forums, and client meetings to enhance brand visibility.

Client Advisory on FX Risk Management:

- Work closely with corporate treasury teams to understand their FX exposure and business challenges.
- Provide tailored advisory solutions, including FX rate benchmarking, risk mitigation strategies, and hedging techniques.




- Deliver insights and recommendations on FX market trends, regulatory updates, and central bank policies (e.g., RBI, ECB).
- Guide clients on best practices for FX transaction handling, including spot, forwards, cancellations, and utilizations.

Stakeholder Engagement & Relationship Management:

- Establish and maintain strong relationships with key decision-makers in client organizations.
- Act as a trusted advisor to clients, ensuring high levels of satisfaction and retention.
- Collaborate with internal teams (product, technology, and operations) to deliver seamless client experiences.

Market Analysis & Strategy Development:

- Monitor global FX markets, interest rate trends, and regulatory developments to provide actionable insights.
- Develop reports and presentations for clients on FX risk outlook and market opportunities.
- Assist in shaping the company’s go-to-market strategy by providing feedback on client needs and market dynamics.

Required Skills & Qualifications:

Education:

- Bachelor's degree in Finance, Business Administration, or a related field. A master’s degree or CFA/FRM certification is a plus.

Experience:

- 7+ years of experience in corporate treasury, FX advisory, or financial consulting.




- Proven track record in client acquisition and relationship management within the financial services or fintech sector.
- Strong understanding of FX risk management, including hedging instruments and treasury operations.

Technical Skills:

- Knowledge of FX instruments such as spot, forwards, swaps, and options.
- Familiarity with treasury management systems (TMS) and FX platforms.
- Proficiency in Excel, financial modeling, and data analysis.

Soft Skills:

- Excellent communication, presentation, and interpersonal skills.
- Strong problem-solving abilities and strategic thinking.
- Ability to work independently, manage multiple priorities, and meet deadlines.

Preferred Qualifications:

- Experience in advising clients on RBI regulations, policies, and international financials.
- Understanding of treasury transformation initiatives and technology-driven solutions.
- Prior experience in a fintech or financial advisory firm focused on corporate treasury.

What We Offer:

- Competitive compensation package, including performance-based incentives.
- Opportunities for professional growth and development.
- A collaborative and supportive work environment.
- The chance to work on creative solutions that transform corporate treasury operations.

How to Apply:

Interested candidates can send their resume and a brief cover letter to [email protected] with the subject line “Application for Client Acquisition and FX Risk Management Client Advisory – BI Analytics Fintech.”

📌 Client Acquisition and FX Advisor (Mumbai)
🏢 BI Analytics Fintech
📍 Mumbai