Corporate banking- Client Coverage Sales

Company : CorpCare

Title : Client Coverage Role

Location : Bangalore, Mumbai, Pune, Delhi, Ahmedabad

CTC : Commensurate with experience

Company Description

CorpCare is an Unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. We offer a single window solution for corporates, family offices, and HNIs to

formulate and manage treasury management policies. Our portfolio management advisory system

provides assistance in conducting reviews with investment committees and the board.

Job Overview :

Client Coverage at CorpCare will spearhead efforts to manage as well as acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries, in and around Pune / Delhi / Ahmedanad / Bangalore / Mumbai . The role aims to drive growth and deliver tailored financial solutions to CorpCare's diverse clientele.

Requirements

• Some background in Mutual Fund Institutional Sales- Individuals who have previously handled institutional clients for AMCs or similar platforms are strongly preferred.
• 2-8 years of experience as RM / BD in corporate banking, treasury management, asset management, or a related field.
• Strong knowledge of MSME, corporate treasury, and UHNI / Family Office financial investment needs.
• Proven track record in client acquisition / relationship management, and strategic advisory in financial investments, especially treasury management
• Expertise in managing investments, liquidity, and risk management strategies.
• Strong communication and negotiation skills, with boardroom-level presentation experience.
• CA, MBA or CFA

Key Responsibilities

Relationship Management and Business Development :

Investments and Product :

Skills Required

Relationship Management, Client Acquisition, strategic advisory, Treasury Management, Asset Management, Corporate Banking, Risk Management