Verified Job
Accounting - Finance
Manager- Forex and Treasury sales
Accounting - Finance
#711766
Remote / WFH
Job Description
I
Individual
computer repair
Individual • Mumbai, Maharashtra • via Quikr
10 hours ago
₹1K–₹1.5K a month
Full–time
No Degree Mentioned
Apply on Quikr
Job description
looking for a computer repair job at ur doorstepa
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Shine.com
Manager- Forex and Treasury sales
Shine.com • Mumbai, Maharashtra • via LinkedIn
23 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on GetMeReferred
Apply on Shine
Job description
Leading Wealth Mgt and financial advisory firm requires Manager ( FX and Treasury sales)- - Mumbai
One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a "state-of-the-art" approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success.It is a one stop Treasury and FX Solutions firm that has been successfully established for more than 20 years. We engage with Indian and global clients ranging from Rs. 200 crs to Rs.10000 crs topline in various industries.Its wealth Management arm which is a multifamily office and helps multiple family offices and HNI's. Under the leadership of its CEO its team has catered to over 950 clients and has managed a cumulative client exposure of over 20 billion USD across various industries.
PFB THE JD AND DETAILS-
Role Description
• Roles Responsibilities:
• Candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.
Role Overview
• This is an Entrepreneurial role for candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.
• (Candidates in Banks Dealing rooms , or Corporate Treasuries may apply).-CTC + plus partnership model on books and cross sell with unlimited upside.
• Candidates would be responsible for maintaining PL for advising clients on FX risk management and portfolio management services. (People in FX banking dealing rooms or corporate treasuries and banking dealing room experience may only apply.)
• Major activities would include improving FX effectiveness, bank dealings and negotiations, managing hedge ratio, market research, treasury diagnostics and policy implementation, modelling, MIS and attending meetings at promoters/CFO levels across India and Abroad.
• The incumbent would also be responsible for cross-sales for additional services like wealth management to new and existing clients.
• The incumbent would be involved in large scale treasury optimization projects, policy making etc. for well-known companies in India.
• The incumbent should build relationships at the relevant levels and leverage the relationships for enhanced business.
Experience / Eligibility Skill Set Required
• We prefer candidates from the banking treasury dealing rooms who understand all aspects of FX, Banking, Liabilities and Investments with 10 -25 years of experience.
• If you have handled FX in corporate treasury you need to have client serving experience in a broking or banking set up at a sell side.
• Pure Corporate treasury experience may not be suited. It's a blend of everyday advisory and handling a team PL role.
• Entrepreneurial mindset and burning desire to grow is necessary to succeed in this role. Avid readers, smart and highly motivated people only apply.
Qualifications
• Graduate- Mgt Qualification preferred.
• Candidates should have knowledge of Economics and should be passionate about Treasury and Financial Markets analysis and news.
• Candidates should have excellent Excel skills.
• Strong English Communication (written/verbal) and Meeting Skills are critical criteria for the role.
What is there for you?
• Exposure to working closely with the CEO and other directors with key clients.
• Advanced knowledge of FX and treasury management while managing and meeting treasury teams across different industries.
• Presentation and Communication skills - Exposure to meeting and advising the CEO/CFO of large companies.
• Advanced concepts of markets, liabilities, advanced predictive models, advanced options, etc.
• Understanding of asset allocation and quantitative allocation across all wealth products. (MF's, REITS and all alternates)
• Exposure to handle large teams, hiring and own PL.
• Additional ESOPS and unlimited 20% sharing on Partner books with unlimited upside and cross sell.
if the position interests you and you find a fitment kindly share your cv at
career@megmaservices.co.in
or contact
Rajat- 7011354634
Kindly share the following details
• Current ctc n notice period
• Expected ctc
• Relevant experience in Forex and treasury sales
This job is provided by Shine.com
Individual
computer repair
Individual • Mumbai, Maharashtra • via Quikr
10 hours ago
₹1K–₹1.5K a month
Full–time
No Degree Mentioned
Apply on Quikr
Job description
looking for a computer repair job at ur doorstepa
Report this listing
Shine.com
Manager- Forex and Treasury sales
Shine.com • Mumbai, Maharashtra • via LinkedIn
23 hours ago
Full–time
No Degree Mentioned
Apply on LinkedIn
Apply on GetMeReferred
Apply on Shine
Job description
Leading Wealth Mgt and financial advisory firm requires Manager ( FX and Treasury sales)- - Mumbai
One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a "state-of-the-art" approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success.It is a one stop Treasury and FX Solutions firm that has been successfully established for more than 20 years. We engage with Indian and global clients ranging from Rs. 200 crs to Rs.10000 crs topline in various industries.Its wealth Management arm which is a multifamily office and helps multiple family offices and HNI's. Under the leadership of its CEO its team has catered to over 950 clients and has managed a cumulative client exposure of over 20 billion USD across various industries.
PFB THE JD AND DETAILS-
Role Description
• Roles Responsibilities:
• Candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.
Role Overview
• This is an Entrepreneurial role for candidates who would be managing their own FX and treasury advisory book and manage P/L with and would have a good share in revenue on clients acquired and advised on an annuity basis.
• (Candidates in Banks Dealing rooms , or Corporate Treasuries may apply).-CTC + plus partnership model on books and cross sell with unlimited upside.
• Candidates would be responsible for maintaining PL for advising clients on FX risk management and portfolio management services. (People in FX banking dealing rooms or corporate treasuries and banking dealing room experience may only apply.)
• Major activities would include improving FX effectiveness, bank dealings and negotiations, managing hedge ratio, market research, treasury diagnostics and policy implementation, modelling, MIS and attending meetings at promoters/CFO levels across India and Abroad.
• The incumbent would also be responsible for cross-sales for additional services like wealth management to new and existing clients.
• The incumbent would be involved in large scale treasury optimization projects, policy making etc. for well-known companies in India.
• The incumbent should build relationships at the relevant levels and leverage the relationships for enhanced business.
Experience / Eligibility Skill Set Required
• We prefer candidates from the banking treasury dealing rooms who understand all aspects of FX, Banking, Liabilities and Investments with 10 -25 years of experience.
• If you have handled FX in corporate treasury you need to have client serving experience in a broking or banking set up at a sell side.
• Pure Corporate treasury experience may not be suited. It's a blend of everyday advisory and handling a team PL role.
• Entrepreneurial mindset and burning desire to grow is necessary to succeed in this role. Avid readers, smart and highly motivated people only apply.
Qualifications
• Graduate- Mgt Qualification preferred.
• Candidates should have knowledge of Economics and should be passionate about Treasury and Financial Markets analysis and news.
• Candidates should have excellent Excel skills.
• Strong English Communication (written/verbal) and Meeting Skills are critical criteria for the role.
What is there for you?
• Exposure to working closely with the CEO and other directors with key clients.
• Advanced knowledge of FX and treasury management while managing and meeting treasury teams across different industries.
• Presentation and Communication skills - Exposure to meeting and advising the CEO/CFO of large companies.
• Advanced concepts of markets, liabilities, advanced predictive models, advanced options, etc.
• Understanding of asset allocation and quantitative allocation across all wealth products. (MF's, REITS and all alternates)
• Exposure to handle large teams, hiring and own PL.
• Additional ESOPS and unlimited 20% sharing on Partner books with unlimited upside and cross sell.
if the position interests you and you find a fitment kindly share your cv at
career@megmaservices.co.in
or contact
Rajat- 7011354634
Kindly share the following details
• Current ctc n notice period
• Expected ctc
• Relevant experience in Forex and treasury sales
This job is provided by Shine.com
