Associate - Corporate Finance AWM

Associate - Corporate Finance AWM

Responsibilities:

- Prepare client briefing documents for Senior Management client meetings

- Prepare and maintain client strategy documents which include “deep dive” analysis on priority clients in advance of reviews of client business. Work with RM to channel appropriate resources and information to priority clients

- Create / maintain client information models including key themes, revenues, relationship information

- To maintain, review and enhance relationship management MIS in order to better execute priority client coverage

- Prepare internal review materials for priority clients

- Run statistical analysis on CIB Exco’s and senior Relationship Managers based on their client coverage

- Conduct revenue analytics on client base

- Manage client participation in CIB’s events and prepare briefing documents for all clients attending these events

- Participation in development of strategic client business projects (Wallet Sizing, Client Opport)

Contact at rakhi@mainstream.in