Posted By
Posted in
Banking & Finance
Job Code
239239
Responsibilities:
Closely work with the Coverage & Sales team for the following activities
Client Relationship Management
Work with Senior stake-holders and RMs to provide key inputs and help channel appropriate resources and information to priority clients
Create/ maintain client information models including key themes, revenues, relationship information
Provide synthesized output of RM client data
Prepare briefing information for senior management meetings
Prepare - deep dive- analysis on priority clients in advance of internal reviews of client business
Participation in development of strategic client business projects (Wallet Sizing, Client Opportunity Modeling, Sales Initiatives)
Become client expert for priority clients in region (including asset managers, hedge funds, insurance companies and pension funds)
Prepare regular research on client and industry trends
Review periodicals for market intelligence, client updates, and client developments.
Skills:
Experience in sales presentation, business writing, RFP's.
Knowledge of Transaction banking.
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Posted By
Posted in
Banking & Finance
Job Code
239239