FX and Treasury Sales For Corporate

IFA Global

The Treasury Sales personnel will be responsible for maximizing lead generation and pitching Treasury Solutions, CFO & Performance Improvement Services and Wealth Management Solutions to Large Corporate, UHNI, Global Clients and Family Offices.

● Tracking and reporting sales performance including pipeline, acquisition results and market

conditions.

● Drive the on-boarding of new clients.

● Keep up-to-date on services and competition.

● Ensuring all performance standards are met viz. business targets, controls and compliance.

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

The position is also responsible for ensuring appropriate sales processes are followed, and the highest levels of controls and compliance are adhered. Over a period of 2-3 years the candidate will develop strong skills in relationship building and understanding of various topics in Treasury and Wealth Management at Promoter level.

• Experience

  3 - 6 Years

• No. of Openings

  1

• Education

  B.Com, Chartered Accountant, Diploma, M.B.A/PGDM, M.Com, Any Bachelor Degree, Professional Degree

• Role

  Sales Consultant

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office