About The Opportunity
A leading player in the fintech / digital payments and transaction banking sector, delivering transaction services and treasury solutions to corporate clients across India. We build scalable payment rails, cash management products and trade-finance capabilities that enable businesses to optimise working capital and automate treasury operations.
Role & Responsibilities
- Act as primary relationship owner for a portfolio of corporate clientsdrive revenue growth by cross-selling payments, cash management and trade finance solutions.
- Lead end-to-end client onboarding: coordinate KYC, documentation, product setup, testing and SLA-driven go-live with operations and product teams.
- Structure tailored transaction solutions (collections, payouts, liquidity sweeping, trade facilities) aligned to client cashflow and treasury needs.
- Monitor client transaction flows, identify revenue opportunities and product gaps; partner with risk and compliance to remediate issues and ensure regulatory adherence.
- Collaborate with sales, operations and product teams to design pricing, SLAs and implementation plans; drive retention and renewal discussions.
- Prepare regular portfolio reports, pipeline forecasts and client presentations for senior management; represent client voice to influence product roadmap.
Skills & Qualifications
Must-Have
- Proven track record in transaction banking or relationship management for corporate clients, with demonstrable success in cross-selling payments and cash management products.
- Strong product knowledge across payments, cash management and trade finance including settlements, reconciliations and operational workflows.
- Hands-on experience managing corporate onboarding, KYC/AML and account setup processes with operations and compliance teams.
- Good understanding of payments infrastructure and instruments used in India (RTGS, NEFT, IMPS, UPI, SWIFT) and basic settlement mechanics.
- Commercial acumen with experience preparing pricing proposals, deal structuring and negotiation with mid-to-large corporate customers.
- Excellent stakeholder managementable to coordinate internal product, tech and operations teams to deliver client outcomes.
Preferred
- Familiarity with CRM tools (Salesforce) and workflow/ERP integrations (SAP, Oracle) for payments/treasury flows.
- Exposure to treasury management solutions or corporate ERP treasury modules.
- Professional certification in trade finance or banking (e.g., ICA, IIBF) or advanced degree in finance/commerce/business.
Benefits & Culture Highlights
- On-site role with direct client engagement and visible impact on product design and revenue.
- Fast-paced fintech environment offering career growth across sales, product and operations tracks.
- Competitive compensation, learning budget and opportunities to work with cross-functional senior stakeholders.
Location & Work Type: On-site in India
We are seeking experienced, commercially-driven transaction bankers who thrive on client impact and enjoy collaborating across product, operations and risk functions to deliver best-in-class corporate payment and treasury solutions.
Skills: client relationship management,client portfolio management,digital platform,portfolio development,client management,payments,ms office,management,real estate,operations,trade finance,cash management
