Associate - Sales & Client Coverage - Transaction Banking

Ikya Human Capital Solutions Pvt Ltd
  • Mumbai
  • 10-15 lakh
  • 4-7 years
  • Views
  • 15 Sep 2016

  • Finance/ Accounts

  • Banking - Retail
Job Description


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.


Experience in sales presentation, business writing, RFP's.

Knowledge of Transaction banking.

Competencies/Skill sets for this job

Hedge Funds Sales Market Intelligence

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