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Sales Executive - Merchant Banking
Sales Executive - Merchant BankingInscite Advisory • Republic Of India, IN
Sales Executive - Merchant Banking

Sales Executive - Merchant Banking

Inscite Advisory • Republic Of India, IN
3 days ago
Job description

A merchant banking salesperson plays a key role in connecting companies (clients) with the financial products, advisory services, and capital market solutions that a merchant bank offers. Their work blends relationship management, financial advisory, and deal origination / sales.

Here’s a detailed breakdown of their role :

1. Client Relationship Management

  • Build and maintain relationships with corporate clients, institutional investors, and high-net-worth individuals .
  • Understand clients’ business models, funding needs, and strategic goals.
  • Act as the primary point of contact between the client and the bank’s internal teams (investment banking, research, trading, etc.).

2. Business Development & Deal Origination

  • Identify opportunities for :
  • Raising capital (equity, debt, mezzanine financing)
  • M&A advisory
  • Corporate restructuring
  • Private placements
  • IPO or rights issues
  • Pitch financial solutions or products to prospective clients.
  • Coordinate with the bank’s analysts and product teams to structure proposals .
  • 3. Product & Service Sales

  • Merchant banks often offer multiple services;
  • the salesperson promotes these :

  • Equity / Debt issuance (e.G., IPOs, bonds, debentures)
  • M&A advisory services
  • Project finance
  • Private equity syndication
  • Structured finance and treasury solutions
  • Corporate advisory and valuation services
  • The salesperson’s job is to match the right service to the right client.

    4. Market Intelligence & Advisory

  • Keep abreast of market trends, sector developments, and regulatory changes .
  • Provide insights to clients on :
  • Capital markets performance
  • Investor appetite and pricing conditions
  • Timing for fund-raising or M&A activity
  • Collaborate with research teams to prepare investment presentations and financial models .
  • 5. Execution Support

  • Help coordinate transaction execution once a deal is initiated :
  • Facilitate communication between the client and the execution teams.
  • Assist with documentation, compliance, and due diligence.
  • Ensure the transaction moves smoothly through internal and external approvals.
  • 6. Targets & Performance

  • Achieve revenue, sales, and client acquisition targets .
  • Report on pipeline, deal progress, and revenue forecasts.
  • Key Skills Needed

  • Strong financial and capital markets knowledge
  • Communication and negotiation skills
  • Analytical thinking and presentation abilities
  • Relationship management and networking
  • Understanding of corporate finance and regulatory environment
  • Example :

    A merchant banking salesperson at an investment bank might :

  • Pitch a debt syndication deal to a manufacturing firm expanding capacity.
  • Advise a startup on Series C private equity fundraising .
  • Sell an IPO advisory mandate to a mid-sized tech firm planning to list.
  • Share The CV on below details

    hr@bizpay.co.in

    WhatsApp - 7021882952

    Job Types : Full-time, Permanent

    Create a job alert for this search

    Sales Executive • Republic Of India, IN

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