Role Description

It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. The candidate has to be energetic and quick to acquire knowledge and skills to do justice for this role. A strong finance knowledge and experience of setting meetings with CXO’s will be an added

advantage.

Over a period of 2-3 years the candidate will develop strong skills in relationship building and understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since they will be a part of most meetings at Promoter levels.

Candidates have a very good share in client’s revenue which becomes an attractive part in the long

term.

 This is a Professional Services Pre - Sales position in the team, and is responsible for driving

business, achieving monthly meetings and acquiring recent clients through consultative selling

of the services. One should target to set 15 meetings per month for Senior Management.

(Channel used will be Linkedin - Associations - Cold calls, references, leads by webinars etc.





Database and numbers will be provided)

 Pitching Treasury Solutions to Export Import companies, CFO & Performance Improvement

Services, Fund Management to UHNI and Family Offices in India.

 Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.

 Growth Path - Candidate may have a growth path of developing into an treasury

advisor or senior sales advisor depending on their performance.

Experience / Eligibility & Skill Set Required

 MBA/PGDM (Dual Specialisation) or Marketing/Graduate in Finance/Capital Markets.

It is a B2B sales.

 Excellent English , verbal and written communication.

 Passionate about Sales and Connecting with People.

 Understanding of Finance/Financial Products is must. Avoid applying without

understanding on Financial products and excellent English Communication skills.

📌 Pre Sales Treasury & Wealth Solutions-Anu (Mumbai)
🏢 Leading
📍 Mumbai