Investment Counsellor - Business Development/Origination - Investment/Merchant Banking

Investment Counsellor (BD/Origination Role for Investment / Merchant Banking)

We are looking for Role Description:

1. Work with Wholesale Banking team of Bank, making product specific pitches (Investment Banking/Merchant Banking)

2. The individual will be part of the Dedicated Corporate Sales Team, will be assigned with income generation targets

3. Meeting Corporates (Promoters/CEOs/CFOs) to understand current treasury & finance management, Advising & Facilitating with effective tools to manage funds by using instruments & securities available in capital market

4. The Investment Counselor will have to go through the research reports as well as keep updated on all the news items of the day, must be well-read and up-to date with recent events with reference to financial markets

Education Qualifications: MBA - Finance/CA/CS

Specific Role Responsibilities:

1. Responsible for identifying customer needs and assessing their financial ecosystem

2. Maintain records of clients and provide timely progress reports to management