14 Client Coverage Jobs

As a member of the team at Jefferies Financial Group Inc., you will play a crucial role in supporting various back office, middle office, and settlement activities within India Operations, as well as contributing to audit, inspections, and project management efforts. Your responsibilities will include: - Reviewing daily notices and circulars issued by exchanges and regulators, and implementing necessary actions based on them. - Addressing client and business queries effectively. You will also have oversight on the following key areas: - Managing middle office trade bookings and confirmations, engaging with clients for trade settlement, trade matching, and onboarding processes. - Handling var...

Assistant Vice President - Sales Experience: 10 - 15 Years Exp. Salary : INR 30 Lacs per annum Preferred Notice Period : Within 15 Days Shift : 9:00 AM to 6:00 PM IST Opportunity Type: Office , Mumbai, Maharashtra Placement Type: Permanent (*Note: This is a requirement for one of Uplers' Clients) Must have skills required : Ability to persuade, At least 10 Years of work experience in Sales, Business Development or Product Management in the Private Wealth sector, Client Coverage, Excellent written and verbal communication skills, influenceandMust have an extensive network within the private wealth negotiate and make formal presentations. uHNWI & Family Offices sector. Interpolitan Money (One ...

Role Overview: As an Origination professional, you will be responsible for developing and implementing the Origination strategy and agenda for the groups/countries within your remit. Your main focus will be on pitching ideas/solutions to the bank's larger clients and preparing materials to win mandates. You will also be creating a fresh pipeline of opportunities, tracking mandated deals, and ensuring smooth execution of transactions while leveraging relationships with internal stakeholders. Key Responsibilities: - Senior client coverage and originator to identify opportunities and structure solutions in coordination with product partners across the corporate bank product suite. - Act as the ...

**Role Overview:** As a Corporate Coverage - DBAG in New Delhi, India, you will support the Relationship Manager based in Gurgaon, managing and servicing corporate client relationships across North and East India. **Key Responsibilities:** - Support in client coverage and origination to identify opportunities and structure solutions in coordination with product partners across the corporate bank product suite. - Ability to undertake dialogues with the right contents to originate business opportunity, adding value to clients to support their business growth. - Close coordination with global and local country relationship bankers to ensure integrated and seamless coverage for clients. - Abilit...

Role Overview: As a dynamic and relationship-driven professional, you will lead the Client Coverage & Deal Origination vertical. You will spearhead business development efforts, manage investor and promoter relationships, and drive end-to-end execution of mandates. Your role will involve high client engagement with C-suite stakeholders and a strong understanding of the investment banking landscape across sectors. Key Responsibilities: - Lead the Client Coverage Vertical and own deal origination initiatives. - Identify new business opportunities and onboard mandates across sectors and deal types (structured finance, private equity, M&A, capital raising). - Build, manage, and nurture relations...

Role Overview: As a member of the Business Execution team at Banking IGS in Mumbai, your primary responsibility will be to support Business Managers in planning and strategizing effectively by conducting analysis and research. You will assist in running and analyzing internal business metrics data and supporting various franchise initiatives. Your role will involve communication with bankers, Business Managers, and product partners to ensure accurate revenue recording and strategic decision-making. Key Responsibilities: - Perform analysis to help Business Manager and Senior Management Team plan and strategize effectively - Run and analyze internal business metrics data including client reven...

You will be supporting the Business Execution Leads in the day-to-day operations of respective franchise units by conducting analysis and research to guide strategic decisions. This includes participating in various management disciplines such as franchise reviews, Quarterly reviews, client planning, and project-specific tasks. Your responsibilities will involve analyzing internal business metrics data, including client revenue, returns, backlog management, client calling, exposure, etc., as well as Market Share analysis. Additionally, you will play a key role in supporting franchise initiatives and internal strategy presentations. Communication with bankers, Business Execution Leads, and pr...

As a member of the Banking IGS Business Execution Team in Mumbai, your primary responsibility will be to support Business Managers in planning and strategizing effectively through analysis and research. You will be involved in running and analyzing internal business metrics data, conducting revenue analysis, and preparing reports and presentations for senior management. Additionally, you will support various franchise initiatives, communicate with bankers and product partners, and contribute to the planning and execution of management disciplines. Your role will also involve mentoring junior team members, supporting seniors with complex projects, and ensuring accurate recording of revenues. ...

You will be responsible for supporting various back office, middle office, and settlement related activities of India Operations, including audit, inspections, and project management. Your duties will involve reviewing daily notices and circulars issued by exchanges and regulators, implementing necessary changes, and addressing client and business queries. Your oversight will extend to middle office trade bookings and confirmations, client interactions for trade settlement, trade matching, onboarding, various regulatory reporting, reconciliations (bank, stock, trade, etc.), empanelment, cash flow management, RMS/management of limits on the trading system, User Acceptance Test (UAT) for syste...

As a Support Analyst within the Business Management team at Citi, your primary role will be to assist the Business Execution Leads in the day-to-day operations of the respective franchise units. Your focus will be on conducting detailed analysis and research to provide insights that will drive strategic decision-making. You will actively participate in various management disciplines such as franchise reviews, Quarterly reviews, client planning, and project-specific tasks. Your responsibilities will include running and analyzing internal business metrics data, such as client revenue, returns, backlog management, client calling, and exposure, as well as Market Share analysis. In addition, you ...

As a dynamic and relationship-driven professional, you will be responsible for leading the Client Coverage & Deal Origination vertical. Your role will involve spearheading business development efforts, managing investor and promoter relationships, and overseeing the end-to-end execution of mandates. To excel in this position, you must engage closely with C-suite stakeholders and possess a deep understanding of the investment banking landscape across various sectors. Your key responsibilities will include leading the Client Coverage Vertical, driving deal origination initiatives, identifying new business opportunities, and onboarding mandates across different sectors and deal types such as st...

The Role of Relationship Manager is to develop and implement the Origination strategy and agenda for the groups/countries within their remit, in line with the bank and/or Function's strategic objectives, ensuring adherence to bank policy and relevant legal/regulatory frameworks. This involves pitching ideas/solutions to the bank's larger clients and/or in complex structured transactions, preparing relevant materials to pitch to new or existing clients with the aim of winning the mandate for the bank, and ensuring smooth execution of transactions. Additionally, leveraging relationships built with internal stakeholders such as Structuring is crucial. As a Relationship Manager, your key respons...

About Interpolitan Money Interpolitan Money is dedicated to offering premium alternative banking solutions to connect countries, cities, and individuals. Our tailored services and multi-currency solutions facilitate seamless local and international transactions, enabling businesses and individuals to overcome traditional banking barriers. Previously, financial journeys were hindered by bureaucracy, slow processes, and arbitrary transaction limits. However, with our innovative approach, Interpolitan clients can efficiently achieve financial objectives and conduct cross-border transactions worldwide. We are a values-driven organization that prioritizes integrity in every decision. As we expand...

Role Summary Person shall be spearheading the Vertical / the Investor Relations/ Business Development. This position allows working on a variety of deals, from structured finance, project finance, M&A, Equity fund raise, to capital markets deals across sectors and on the complete deal life cycle of live deals, both Indian and international. Along with this, the roles build one up to handle deal execution independently in the future. Further, the Investor Relationships Vertical also provides the opportunity to work on the sell side. Responsibilities - Client Coverage/ Business Development Responsibilities 1. Head of Client coverage, Vertical and Deal origination, 2. Relationship building, 3. ...