Job Description:

Job Title: Treasury – CTS Partner

Job Location: Multiple Locations
Department: Treasury
Role Type: Full-Time

Job Summary

We are looking for a dynamic and result-oriented Treasury – CTS Partner responsible for acquiring new clients, managing existing client relationships, driving business growth, and achieving revenue and profitability targets. The role requires strong market knowledge, client acquisition capabilities, and the ability to provide suitable investment solutions while ensuring excellent customer experience and regulatory compliance.

Key Responsibilities

1. Client Acquisition, Retention & Business Growth

• Identify and acquire new customers for CTS business.
• Execute monthly sales plans to acquire prospective corporate and financial institution clients.
• Build and maintain strong relationships with mapped clients through regular calls and personal meetings.
• Identify potential clients through referral networks, corporate associations, advertisements, directories, and other sourcing channels.
• Ensure maximum client penetration, increase share of wallet, and drive revenue growth.
• Conduct joint client calls and portfolio reviews with the research team.
• Coordinate with retail teams to organize worksite initiatives at institutional client premises.

2. Revenue Generation & Profitability

• Achieve targeted sales volumes, revenue, and fee income across customers and products.
• Share regular market updates and recommend appropriate investment solutions to clients.
• Drive cross-selling initiatives to achieve budgeted fee income.
• Monitor business performance and ensure achievement of assigned targets.

3. Customer Satisfaction & Relationship Management

• Follow ethical and fair practices while selling financial products.
• Ensure timely availability of research reports and relevant market inputs to clients.
• Deliver on client commitments and ensure timely resolution of customer grievances.
• Identify emerging client requirements and coordinate with the Regional Head and research team to improve product and service offerings.

4. Compliance, Documentation & Policy Adherence

• Ensure adherence to organizational policies, procedures, and regulatory requirements.
• Monitor client profiles and support risk assessment and review processes.
• Ensure accurate documentation, proposal management, and KYC compliance.
• Coordinate with CSMs, mutual funds, banks, and other market intermediaries for smooth transactions and operations.

5. MIS, Market Intelligence & Competitor Analysis

• Prepare and share periodic sales, business performance, and activity reports with the Team Lead.
• Track competitor products, market developments, and marketing initiatives.
• Share relevant market intelligence with management, product, and research teams.

6. Learning & Development

• Continuously enhance professional knowledge and functional skills.
• Participate in internal and external training programs.
• Pursue relevant certifications to strengthen financial services and investment product expertise.

Required Skills & Competencies

• Strong local market network and relationship-building skills.
• Good understanding of financial markets and investment products.
• Ability to analyze and interpret market trends.
• Strong collaboration and stakeholder management skills.
• Excellent communication, presentation, and negotiation skills.
• Target-oriented with a strong business development mindset.
• Experience and expertise in client acquisition.
• Strong customer-centric approach.
• Ability to acquire, retain, and deepen client relationships.
• Good analytical, reporting, and problem-solving skills.

Key Performance Expectations

• New client acquisition and business growth.
• Achievement of revenue and fee income targets.
• Client retention and relationship deepening.
• Cross-selling and share-of-wallet enhancement.
• Compliance and documentation adherence.
• Customer satisfaction and service excellence.