Institutional Sales Role - Treasury Sales

Roles:

To acquire, manage and grow corporate and institutional relationships for Treasury products, including FX, Money Markets, Fixed Income, and hedging solutions. Additionally, this role will involve fund raising, capital raise and engagement with all FIs on a sustained basis to enhance visibility of the company. This is a high visibility role that will require demonstrated ability of a strong network of relationships and a capability to start building the FI book immediately with minimal handholding.

The role drives treasury revenues through client engagement, market intelligence and structured treasury offerings while ensuring adherence to regulatory and internal risk guidelines.

Key Responsibilities:

- Create a network of FI clients with minimal set-up time.

- Acquire and manage corporate/institutional clients for treasury and cross-sell bank products.

- Competitor intelligence and benchmarking.

- Provide market updates, rate guidance, and hedging strategies.

- Originate treasury revenue through high quality client engagement.

- Co-ordinate closely with Corporate Banking, Trade, CMS and Credit teams.

- Ensure compliance with RBI, FEMA, internal treasury, risk policies.

- Prepare client proposals, deal confirmations, MIS and market insights.

- Support daily treasury transactions in coordination with Front Office and Mid Office.

- Identify cross sell opportunities across wholesale banking.

- Maintain strong oversight on client on-boarding, suitability assessment, and documentation.

Skills and Competencies:

- Strong understanding of FX, Money Markets, Fixed Income and Treasury products.

- Good knowledge of corporate banking and institutional relationship management.

- Self-starter, ability to work as an individual contributor when required.

- Excellent communication, negotiation, and analytical skills.

- Familiarity with RBI/FEMA guidelines and treasury compliance norms.

- Previous experience handling a large institutional client base, at large organisations, preferably banks, AMCs.

- Ability to generate business through corporate networks and market understanding.