AVP/VP - Private Equity/Merger & Acquisition - BFSI

1. Responsible for new business generation.

2. Responsible for cross selling of products with the existing clients.

3. Build and maintain relationships with key stakeholders internally and externally.

4. Focus on servicing existing client relationships and expanding the opportunities in the existing base

5. Identify client needs and develop marketing strategy and action plan for assigned clients.

6. Lead insurance diligence and lender's advisory projects. Deepen the services offered and expand on the business opportunity

7. Liaison with overseas and domestic colleagues to ensure pre and post-PE related due diligences and insurance program integration is achieved by the supporting

8. Gather & share market intelligence with leadership teams at regular frequencies.

9. Proficiency on client management including claim advocacy.

10. Develops and maintains effective network within the business community and industry.

11. Visit insurance companies regularly to ensure continuous engagement with different stakeholder.

12. Responsible for providing support and guidance to the team.