Client Acquisition- Institutional 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:

● Serve as the primary point of contact for corporate clients, handling negotiations, strategic reviews, and contract finalization

● Lead client acquisition and relationship management efforts, targeting MSMEs, large corporates, family offices

● Ensure growth targets, revenue generation, and client satisfaction are met

● Build and manage a team focused on client acquisition, service and product delivery

Investments and Product:

● Manage client investment portfolios, advising on risk management, liquidity strategies, and capital deployment

● Oversee investment and research analyst teams for appropriate product diligence and advise

● Collaborate with investment committees and client boards, delivering high-level financial solutions and ensuring strategic alignment

● Monitor market trends and competitive activities to refine acquisition and retention strategies

India
Gujarat
Ahmedabad Show on map Get directions