Treasury Advisory Services for Corporates |Age 30 |45 years|

  • Category: Bank Jobs
  • Location: Mumbai, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 24K to 28K
  • Published on: 2025/09/21

Experience : 6+ Years Qualification : CA/CFA/MBA

India Forex and Asset Management(IFA Global) is a One Stop Treasury & FX Solutions Firm for over the last 16 years. 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.

To know more about us you can visit www.ifaglobal.net

Location - Mumbai-BKC (Kurla West)

Role Description

Offering an Entrepreneurial role for candidates who would be managing their own FX and treasury advisory book and manage P/L with and will have a good share in revenue on clients acquired and advised on annuity basis.

Candidates will be responsible to maintain P&L for advising clients on FX risk management and portfolio management services. (People in banks or corporate treasuries may apply.)

Major activities will include improving FX effectiveness, bank dealings and negotiations, managing hedge ratio, market research, treasury diagnostics and policy implementation, modelling, MIS and attending meetings at promoters/CFO levels.

The incumbent would also be responsible for cross sales for the additional services offered as CFO Services , Treasury Softwares and Wealth Management.

The incumbent would be involved in large scale treasury optimisation projects , policy making etc for well-known companies in India.

The incumbent should build relationships at the relevant levels and leverage the relationships for enhanced business.


Experience / Eligibility & Skill Set Required

Entrepreneurial mindset and burning desire to grow , Use our platform , build connections and increase his own treasury clientele. Avid reader and desire to build and develop business CA/CFA/MBA is preferred.

Understanding of FX and Bond markets is a must.

Experience on managing FX forwards and Options book is must in a bank or corporate treasury.

Candidates should have knowledge of Economics, and should be passionate about Treasury and Markets.

Candidates should have excellent MS Office skills (excel, word, power point)

Candidates should be well conversant in operating terminals like Bloomberg, Reuters, and similar software.
Strong Communication (written/verbal) and Relationship Management Skills.


Company Name: IFA Global

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