Treasury Consultant : Client Acquisition & Relationship Management (Mumbai)

Treasury Consultant : Client Acquisition & Relationship Management (Mumbai)

13 Nov
|
Infinity consultants
|
Mumbai

13 Nov

Infinity consultants

Mumbai

We're looking for a treasury qualified who can sit across the table from a CFO, understand their exposure, bank lines, and cash cycle, and show them in rupees what better treasury management is worth.

This is not a typical sales role. You will win clients through expertise, not volume.

What you'll do

- Find and engage CFOs, Treasurers and promoters of FX-exposed companies
- Run treasury diagnostics and build the business case in the client's own numbers
- Present proposals, negotiate mandates and close engagements
- Lead onboarding: exposure mapping, risk policy, mandate setup
- Own client relationships, review performance with CFOs and grow each account

What you bring

- 2- 3 years' experience in bank FX/treasury sales, treasury advisory or corporate treasury
- Deep understanding of FX risk and hedging (forwards, options, cancellations, MTM), corporate finance, and working capital
- Working knowledge of trade finance (PCFC, EPC, LCs, buyers credit, invoice discounting) and FEMA/RBI hedging rules
- MBA (Finance), CA or CFA; NISM Currency Derivatives, ACI, FRM or CTP preferred
- Confidence to engage CFOs and finance heads in export/import-led industries

📌 Treasury Consultant : Client Acquisition & Relationship Management (Mumbai)
🏢 Infinity consultants
📍 Mumbai

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