Verified Job
Accounting - Finance
Treasury Sales
Accounting - Finance
#641095
Remote / WFH
Job Description
Join our team at 360-one-wealth and excel in a challenging position.
We are seeking an experienced Treasury Service Relationship Manager to develop and manage client relationships, deliver tailored treasury solutions, and drive business growth.
Key Responsibilities:
• Understand client treasury needs and provide customized solutions.
• Drive sales of treasury products including liquidity, cash management and investments.
• Partner with internal teams for seamless client experience.
• Stay updated on market developments and competitive landscape.
• Acquire new clients and expand wallet share by identifying needs and selling treasury products
• Leverage technology for enhanced client servicing and efficiency.
• Maintain disciplined approach to pipeline management, client coverage, and revenue growth.
Required Skills & Attributes:
• Technology orientation and ability to adopt digital platforms.
• Service mindset to support clients.
• Market acumen to interpret trends.
• Exceptional relationship management skills.
• Excellent communication, presentation, and negotiation skills.
• Results-driven entrepreneurial mindset.
Qualification & Experience:
• MBA / Graduate degree.
• 8-12 years in Treasury Sales or Corporate Treasury Relationship Management.
• Experience with Banks, NBFCs, AMCs, or financial institutions.
We are seeking an experienced Treasury Service Relationship Manager to develop and manage client relationships, deliver tailored treasury solutions, and drive business growth.
Key Responsibilities:
• Understand client treasury needs and provide customized solutions.
• Drive sales of treasury products including liquidity, cash management and investments.
• Partner with internal teams for seamless client experience.
• Stay updated on market developments and competitive landscape.
• Acquire new clients and expand wallet share by identifying needs and selling treasury products
• Leverage technology for enhanced client servicing and efficiency.
• Maintain disciplined approach to pipeline management, client coverage, and revenue growth.
Required Skills & Attributes:
• Technology orientation and ability to adopt digital platforms.
• Service mindset to support clients.
• Market acumen to interpret trends.
• Exceptional relationship management skills.
• Excellent communication, presentation, and negotiation skills.
• Results-driven entrepreneurial mindset.
Qualification & Experience:
• MBA / Graduate degree.
• 8-12 years in Treasury Sales or Corporate Treasury Relationship Management.
• Experience with Banks, NBFCs, AMCs, or financial institutions.
