Vice President/Director/Partner – FX & Treasury Advisory

Role Description:

Roles & Responsibilities:

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

– Candidates would be responsible for maintaining P&L for advising clients on FX risk management and portfolio management services. (People in FX banking dealing rooms or corporate treasuries and banking dealing room experience may only apply.)

– Major activities would 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 across India and Abroad.

– The incumbent would also be responsible for cross-sales for additional services like wealth management to new and existing clients.

– The incumbent would be involved in large scale treasury optimization 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:

– We prefer candidates from the banking treasury dealing rooms who understand all aspects of FX, Banking, Liabilities and Investments with 10 – 15 years of experience. If you have handled FX in corporate treasury you need to have client serving experience in a broking or banking set up at a sell side. Pure Corporate treasury experience may not be suited. It’s a blend of everyday advisory and handling a team P&L role.

– Prior experience of handling a team of 4 – 5 members would be an added advantage. Entrepreneurial mindset and burning desire to grow is necessary to succeed in this role. Avid readers, smart and highly motivated people only apply.

– Qualifications: CA/CFA/MBA(Finance) preferred.

– Experience of managing FX forwards, export-import trade finance, and Options book is must in a bank or corporate.

– Candidates should have knowledge of Economics and should be passionate about Treasury and Financial Markets analysis and news.

– Candidates should have excellent Excel skills.

– Strong English Communication (written/verbal) and Meeting Skills are critical criteria for the role.