In conjunction with RMs in FI and Capital markets team to develop and implement a strategic & tactical plan to target and bring in capital market or private structured deals for each client based on knowledge of clients industry, growth projections, regulatory requirements and funding strategies & objectives.
Together with RM teams, conduct primary analysis to come up with prospective customer listing and approach.
Develop and maintain prospective customer listing and pipeline listing including exploring new deal structures or new markets.
Together with RM teams, explore and develop opportunities to provide other products to customers(corporate finance/advisory, investment banking, etc )
To market alongside Relationship Managers and Capital Markets specialist, product partners to prospective clients, including coordination of the deal structure and closing sufficient transactions to meet agreed revenue targets.
Maintain/ share market intelligence on deals and competitors in the market.
Coaching of RMs in capital markets deal prospecting, marketing and execution.
Prior experience in client coverage of Financial Institutions (banks, NBFIs) required, especially familiar with the decision making process and the regulatory requirements of FIs.
Prior working experience in capital markets products especially Bond issuances including good grasp of roles and responsibilities of the overall team for successful deal execution as well as the interaction/roles/ responsibilities with the other banks on the deal and the customer. Willing to roll up the sleeve to work through financials and pricing personally.
Familiar with selling/structuring products including Lending, Treasury, Debt Capital Markets to FIs.
Sound understanding of financial markets, relative strength of market players and good contacts in the capital markets space.
Good people skill – especially ability to relate to senior management within target client organization.
Good team player, willing to work with various teams on a deal and willing to coach RMs (seniors and Juniors)