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Job Location | Kolkata |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | anking / Financial Services |
Functional Area | Investment Banking / M&ASecurities Trading |
EmploymentType | Full-time |
- Minimum post qualification experience of 2-5 years in deal origination/front end/business development/client acquisition/client dealing/sales function of any sector (prior experience with financial service sector such as Capital Markets, Mutual Funds, Financial Institutions will be given preference) and a desire to further build career in Merchant Banking-Deal Origination side- Acquisition - Increase acquisition of Target clientele across in Merchant Banking segments. Acquire new accounts from group companies / family of existing customers. Acquire new accounts from referrals from existing customers.- Relationship Building / Deepening / Cross Sell / Transition - Ensure consistent growth of the Financial portfolio.- Work closely with the DM Merchant Banking and team and establish synergies for maximum penetration of- Investment & Insurance sales to new customers along with deepening into the book. Build a robust momentum with regard to the third party distribution (insurance, auto loans, mortgages) and fee income to scale up the client portfolio growth, in line with the set targets.- Implement customer contact programs to ensure his share of wallet with the bank increases. Ensure smooth transition of customer management to the respective RM post acquisition.
Keyskills :
managementpurchaseusinessbankingbankingsoftwarebankinginsurancebankingauditfilebankingprocessbankingfinancialservicesclientsbankingproducts