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

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