Job Description
Responsibilities
• Client Coverage/ Business Development
• Client Coverage
• Head of Client coverage Vertical and Deal origination
• Relationship building
• Dealing with Promoters/ Directors or equivalent C level executives of the corporate
• Business Development and Mandate Execution
• Investor Management
• For PE (Private Equity) Credit Fund
• Heading with onshore & offshores GP and LP
• Identifying and maintain the investors relationship
• Identifying investor/ Investment rationale and placing the suitable proposals/Deals/Projection with the aim of deal closure
• Client Coordination
• Lead client coordination for information requirement and closure
• Update / follow-ups/ hand holding in negotiation/ client participations
• Demonstrate strength and experience in client requester relationship while gathering information / knowledge from client
• Client Team Coordination
• Co-coordinating with Client Coverage Team
• Strategic Role & Responsibilities
• Work as a part of strategy division on global, regional project
• Support management/Business on strategic projects
• Prepare presentation on division’s earning covering financial performance analysis, change in business environment and key themes impacting the earnings
• Role provides wide exposure into global market and IB Industry across fixed income, Equities & investment banking
Requirements
• Strong analytical skills, including ability to develop financial models and perform data analysis
• Problem solving and creative thinking skills a keyDeep interest in the Global Markets and Investment Banking including key trends and market dynamics such as Market Structure, Fintech, Regulations etc
• Highly motivated individual with proven ability to solve problems; strong project management, interpersonal and stakeholder management skills
• Client Coverage/ Business Development
• Client Coverage
• Head of Client coverage Vertical and Deal origination
• Relationship building
• Dealing with Promoters/ Directors or equivalent C level executives of the corporate
• Business Development and Mandate Execution
• Investor Management
• For PE (Private Equity) Credit Fund
• Heading with onshore & offshores GP and LP
• Identifying and maintain the investors relationship
• Identifying investor/ Investment rationale and placing the suitable proposals/Deals/Projection with the aim of deal closure
• Client Coordination
• Lead client coordination for information requirement and closure
• Update / follow-ups/ hand holding in negotiation/ client participations
• Demonstrate strength and experience in client requester relationship while gathering information / knowledge from client
• Client Team Coordination
• Co-coordinating with Client Coverage Team
• Strategic Role & Responsibilities
• Work as a part of strategy division on global, regional project
• Support management/Business on strategic projects
• Prepare presentation on division’s earning covering financial performance analysis, change in business environment and key themes impacting the earnings
• Role provides wide exposure into global market and IB Industry across fixed income, Equities & investment banking
Requirements
• Strong analytical skills, including ability to develop financial models and perform data analysis
• Problem solving and creative thinking skills a keyDeep interest in the Global Markets and Investment Banking including key trends and market dynamics such as Market Structure, Fintech, Regulations etc
• Highly motivated individual with proven ability to solve problems; strong project management, interpersonal and stakeholder management skills
💡 Quick Summary
Seeking a career-building opportunity? The Senior Client Services Representative position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
