Manager - Sales - Treasury Products - BFSI

Experience & Domain Expertise :

- Minimum 3+ years of proven experience in managing corporate treasury relationships, with a track record of delivering investment solutions across fixed income instruments.

- Deep understanding of Indian capital markets, with a specialized focus on fixed income instruments, interest rate dynamics, and monetary policy trends.

- Exposure in managing treasuries of listed corporates, startups, and mid-market firms, with insights into their cash flow cycles, investment mandates, and compliance frameworks.

- Strong analytical and quantitative skills to evaluate investment options, assess risk-return trade-offs, and construct treasury-aligned portfolios.

- Exceptional communication and presentation skills, with the ability to engage treasury heads in strategic discussions.

Key Responsibilities :

1) New Client Acquisition & Relationship Management

- Position B&K as a trusted partner by delivering timely insights, customized solutions, and proactive portfolio support.

- Acquire new corporate treasury clients, including listed entities, startups, and mid-market firms with active cash management needs.

- For senior candidates with a proven track record, select existing relationships may be allocated for deepening engagement and wallet share.

- Build long-term strategic partnerships by understanding treasury mandates, liquidity cycles, and investment policies.

2) Treasury-Focused Investment Approach

- Apply insights from B&K's internal research and external market intelligence to structure investment solutions tailored to treasury requirements.

- Suggesting clients based on cash flow forecasts, optimizing short-term and long-term deployment across fixed income instruments.

- Conduct portfolio reviews and suggest rebalancing strategies to enhance yield, manage duration risk, and align with interest rate outlook.

3) Market Intelligence & Strategic Coverage

- Build intelligence to identify fundraising activity across the corporate landscape well in advance & approach them with our solution

- Provide clients with strategic views on capital markets, including macroeconomic trends, monetary policy, and credit developments.

- Maintain a sharp focus on fixed income markets, tracking interest rate movements, yield curve dynamics, and regulatory changes impacting treasury investments.

4) Portfolio Governance & Documentation

- Maintain meticulous documentation of investment actions, client communications, and compliance records.

- Ensure adherence to internal governance protocols and regulatory standards in all client-facing activities.