Vice President - Consulting (Mumbai)

Vice President - Consulting (Mumbai)

02 Oct
|
Mecklai Financial Services Private
|
Mumbai

02 Oct

Mecklai Financial Services Private

Mumbai

We’re hiring: Vice President – Consulting | Mumbai

We are looking for an experienced FX markets professional who can lead client advisory, grow business relationships, and mentor a high-performing consulting team. This role is ideal for someone who enjoys combining market insight, client engagement, and team leadership in a senior consulting position.

Mecklai Financial Services Private Limited is the leading consulting firm specialising in treasury risk management for corporates. With offices across four locations in India, we deliver customised solutions supported by proprietary risk management methodologies, strong market research, and robust technology processes. Drawing on the 85-year heritage of the Mecklai group, we are acknowledged as a trusted brand in India’s financial markets.

We have a well-established presence in currency and interest rate risk management and also advise on commodity risk management and optimising global currency balances. Service offerings include high-quality analysis and advisory support, designing customised risk management frameworks and implementing technology solutions

About the Role

This is a senior client-facing role that combines FX market expertise, consultative sales, relationship management, and people leadership. The ideal candidate will bring solid knowledge of FX markets and financial instruments, a commercial mindset, and the ability to guide both clients and internal teams with clarity and confidence.

You will manage a team of 3–6 members, work towards business and revenue goals, and ensure that client satisfaction remains at the centre of every engagement.



A key part of the role will also involve mentoring team members, identifying their growth areas, and helping them build long-term capability.

Key Responsibilities

Team Development

- Identify skills and shortcomings in your team members; work with them to enhance capabilities and build necessary expertise
- Keep your team members engaged and learning
- Address any concerns any of them may have in consultation with senior management
- Internal Collaboration & Training
- Drive internal training and knowledge-sharing sessions across the company
- Participate in cross-team efforts in knowledge building and sales

Client Relationship Management

- Establish regular client touchpoints (daily, fortnightly, monthly).
- Act as the client’s extended market risk support partner.
- Oversee end-to-end client responsibilities including invoicing, renewals, and service enhancements.
- Ensure complete client satisfaction and address any gaps to limit dropouts to near zero

Client Acquisition & Cross-Selling

- Achieve annual new business targets
- Lead client acquisition through consultative sales and insightful discussions around market risk and its impact on cash flows and profitability.
- While the position is based in Mumbai, you will target client acquisition across the country,



working with other teams as necessary

Market Analysis & Client Support

- Track global and domestic financial markets (including currencies, commodities, equities, etc.).
- Develop and communicate market views for USDINR and other major currencies.
- Analyse clients' business models and risk profiles to design tailored FX risk management strategies.
- Formulate and recommend hedging/trading strategies suited to individual client needs.
- Offer practical, actionable advice on FX risk management, aligned with client goals and market conditions.
- Act as a strategic partner to the client’s treasury function, CFO, and other stakeholders

Skills & Qualifications

Education

- MBA in Finance / CFA / FRM preferred.

Experience

- Minimum 10 years of experience in financial services, consulting, treasury advisory, or a related field.
- Strong experience in FX markets and client-facing advisory roles.

Technical Proficiency:

- Strong knowledge of currency products: forwards, options, swaps, etc.
- In-depth understanding of both fundamental and technical market analysis.
- Proficiency in MS Excel, Word, Google Sheets, and other analytical tools.

Soft Skills:

- Strong verbal and written communication
- High client orientation and relationship-building ability
- Self-driven with a commercial mindset

Leadership Abilities:

- Ability to mentor and manage your team
- Comfort with partnering with other VPs to enable strong cross-fertilization of ideas and learning
- Open to working with senior management in exploring new avenues of business

📌 Vice President - Consulting (Mumbai)
🏢 Mecklai Financial Services Private
📍 Mumbai

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