Trust Group - Institutional Credit Sales Role

Qualification:

MBA from reputed business school must. CA or PGDM in Finance combination preferred

Experience:

1) Experience in Debt placement and executing a deal

2) Experience in handling market databases such as Bloomberg, Reuters and/or exchange platforms will act as added advantage

3) Awareness of market trends and pricing information

Core Purpose of the Role:

1) Managing the DCM sales process; building and managing sales proposals/ presentations and generate leads

2) Manage sales within Trust verticals for Credit Sales and primary issuance placements

3) Sourcing & placement of credit papers

4) Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities

5) Provide regular value-added engagement with clients; with the support of product specialists, intuitively recognize and understand a client's investment needs and goals in order to provide holistic financial solutions and Influence the client's decision making process to generate revenue for the business

6) Drive and Monitor Revenue and Volume targets and maintain the market mapping for each client

7) Builds an active internal network, to drive superior multi-channel/market service offering/delivery, thereby creating new opportunities with existing and/or new clients

8) Execute transactions

9) Follow internal SOP norms

10) Ensure optimum client servicing in terms of post deal execution, research, advisory, etc

11) Monitor the deal pipeline and other KPIs through Preparation, Analysis and maintenance of MIS

12) Preparation of analytical material and Tracking guidelines for all relevant sector