Forex and Treasury Sales for Corporate Clients

Job Summary:
Forex and Treasury Sales (Financial Services Sales Representative) is an entrepreneur role who is really keen to acquire knowledge and grow in life. This position will be responsible for driving business, achieving monthly meetings, and acquiring new corporate clients through consultative selling of the services. We are looking for highly motivated, self-starters who are energetic and quick to acquire knowledge and skills to do justice to this role. Strong financial knowledge and experience in setting meetings with CXOs will be an added advantage.

Company Overview:
IFA Global is the leading One-Stop Treasury & FX Solutions Firm for over the last 17 years based in Mumbai. We engage with Indian and global clients helping them create world-class Treasury Solutions, CFO & Performance Improvement Services, and Wealth Management Solutions across asset classes.
Treasury Elite is a networking and knowledge-sharing platform, an initiative by IFA Global. Under the leadership of Mr. Abhishek Goenka, the team has catered to over 950 clients and has managed a cumulative client exposure of over 20 Billion USD.

Job Skills Required:

• Excellent verbal and written communication, relationship-building experience in developing and executing successful sales strategies with appropriate financial acumen.
• Consultative selling experience and proven track record of meeting and exceeding sales goals.
• Passionate about Sales and Connecting with People.
• Having sound knowledge of Finance/Financial Products is a must.
• Proven business development and relationship management skills with a corporate client set.
• High levels of initiative, self-motivation, and time management. Ability to influence and negotiate with customers both internally and externally and at all levels. Engage and gain commitment effectively across all communication platforms (via telephone, email & face to face)
• Strong Microsoft Word, PowerPoint, Excel skills

Job Description:

• 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 onboarding 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 have adhered to. 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 the Promoter level.