Kodo is an AI-native fintech company building technology to simplify financial operations for growing businesses. From corporate cards and accounts payable to payment automation and treasury management, we develop solutions that help businesses streamline workflows and manage their finances more efficiently. KodoNorth, our treasury management platform, helps businesses manage surplus funds and explore mutual fund investment opportunities. Backed by $14 million in funding from investors including Y Combinator and Brex, we're building intelligent financial products that combine AI, automation, and thoughtful product design to solve real-world business challenges. Job Title: Corporate Sales
Key Responsibilities
• Drive revenue growth by selling KodoNorth's corporate treasury and surplus fund management solutions to mid-to-large enterprises.
• Identify and engage with CFOs, Finance Heads, and Treasury Teams to understand their working capital, liquidity, and investment requirements.
• Promote treasury solutions, including liquid funds, overnight funds, debt mutual funds, and other short-term investment opportunities.
• Help corporates optimize surplus funds by presenting suitable investment options based on their liquidity requirements, risk appetite, and return expectations.
• Build and manage a solid pipeline of enterprise clients through outbound prospecting, referrals, networking, and strategic partnerships.
• Develop and maintain relationships with key decision-makers to drive new business, AUM growth, and long-term client engagement.
• Conduct client meetings and deliver product presentations to communicate KodoNorth's value proposition effectively.
• Structure and negotiate commercial arrangements in line with business objectives.
• Collaborate with product, operations, and onboarding teams to ensure smooth client onboarding and a seamless customer experience.
• Stay updated on interest rate movements, debt markets, mutual fund products, regulatory developments, and corporate treasury trends.
• Track sales performance, revenue targets, client acquisition, and AUM growth to achieve business objectives. Requirements
• 5+ years of experience in Wealth Management, Private Banking, Asset Management Companies (AMCs), or Investment Advisory firms.
• Strong understanding of treasury products, fixed income instruments, liquid funds, and cash management solutions.
• Experience working with corporates clients.
• Good knowledge of corporate treasury functions, including cash flow planning, short-term investments, and yield optimization.
• Familiarity with mutual funds (especially liquid/overnight funds), bonds, and alternative fixed-income products used for treasury deployment.
• Understanding of SEBI regulations, RIA ecosystem, and basic RBI guidelines related to corporate investments.
• Proven ability to build relationships with CFOs, finance heads, and treasury teams.
• Strong consultative selling skills with the ability to pitch investment/treasury solutions aligned with client needs.
• Experience in revenue generation, AUM growth, or portfolio management will be an added advantage.
• Excellent communication, presentation, and stakeholder management skills. High ownership mindset with ability to work in a target-driven, fast-paced environment.
Skills:
rbi,ownership,amcs,partnerships
📌 Corporate Sales (Mumbai)
🏢 Kodo
📍 Mumbai