Sales Executive - Merchant Banking

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

3. Product & Service Sales

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

The salesperson’s job is to match the right service to the right client.

4. Market Intelligence & Advisory

5. Execution Support

6. Targets & Performance

Key Skills Needed

Example :

A merchant banking salesperson at an investment bank might :

Share The CV on below details

hr@bizpay.co.in

WhatsApp - 7021882952

Job Types : Full-time, Permanent