Private Banker, Analyst

Job Summary

Job Title- Private Banker, Analyst

Location- Gurgaon, India

Role Description

• Salesperson is responsible for generating detailed product knowledge and cultivating client relationships in order to create a sales strategy in line with the banks strategy.
• Developing a deep understanding of client needs and expectations by ensuring regular contact and constantly researching appropriate sales solutions.
• Building working relationships with origination, trading, research, client services, and operations to ensure effective end to end client/product delivery.
• Operating within the relevant legal, regulatory and bank policy requirements.
• Identifying and contacting prospective clients and building relationships to generate future sales and repeat business.

Your key responsibilities

• Hunt for new client deals in cash management across MNCs and LLCs across business segments like Corporates, NBFI, New Age Companies
• Grow wallet from existing clients and own existing CCM client relationships including coverage at CFO/CXO levels
• Align sales efforts to Bank's growth strategy and grow underlying revenue drivers like liabilities, overdrafts, deposits and cross-border flows
• Commercialize innovative and new products to existing and new clients
• Provide deep solutioning and structuring cum advisory to clients, leveraging understanding of client's business and industry and in close coordination with Bank's SMEs
• Work on RFPs and large complex deals in partnership with stakeholders across the Corporate Bank.

Your skills and experience

• Existing sales background with 3 to 4 years work ex in corporate sales
• Experience in Cash management sales an advantage, experience in working on other products like Trade Finance & FX and/or Coverage in Commercial/Corporate Banking is an advantage
• MBA from top B-Schools, CA or similar post graduation qualification from top institutions preferred
• Self-starter, go-getter, should have high levels of initiative, energy, enthusiasm and curiosity levels

Proven ability to leverage AI tools to enhance productivity, optimise workflows to solve business problems, while applying critical judgment to ensure responsible and ethical use of data and AI outputs.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.