Pre Sales – Treasury & Wealth Solutions

Mumbai – 12/06/2024

Job Title

Pre Sales – Treasury & Wealth Solutions

Job Location – Mumbai


IFA Global, a One Stop Treasury & FX Solutions Firm for over the last 19 years. We engage with Indian and global clients helping them create world class FX & Treasury Solutions, Treasury Software, CFO & Performance Improvement Services and entering into Portfolio Management Business. We also run India’s elite treasury forum – Treasury Elite which is a mentoring, knowledge sharing and networking 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 across various industries.
To know more about us you can visit


Role Description
It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. The candidate has to be energetic and quick to acquire knowledge and skills to do justice for this role. A strong finance knowledge and experience of setting meetings with CXO’s will be an added advantage.
Over a period of 2-3 years the candidate will develop strong skills in relationship building and understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since
they will be a part of most meetings at Promoter levels.
Candidates have a very good share in client’s revenue which becomes an attractive part in the long term.
 This is a Professional Services Pre – Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 15 meetings per month for Senior Management. (Channel used will be Linkedin – Associations – Cold calls, references, leads by webinars etc. Database and numbers will be provided)
 Pitching Treasury Solutions to Export Import companies, CFO & Performance Improvement Services, Fund Management to UHNI and Family Offices in India.
 Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.
 Growth Path – Candidate may have a growth path of developing into an treasury advisor or senior sales advisor depending on their performance.

Experience / Eligibility & Skill Set Required
 MBA/PGDM (Dual Specialisation) or Marketing/Graduate in Finance/Capital Markets.
It is a B2B sales.
 Excellent English , verbal and written communication.
 Passionate about Sales and Connecting with People.
 Understanding of Finance/Financial Products is must. Avoid applying without understanding on Financial products and excellent English Communication skills.

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