Merchant Banking Sales Executive

4 days ago


Navi Mumbai, Maharashtra, India Inscite Fintech solutions Pvt Ltd Full time ₹ 6,00,000 - ₹ 7,20,000 per year

Position: Merchant Banking Sales person

Location: Seawoods Navi Mumbai

Website:

Company Overview: We are INSCITE Advisory and we use the best of old school Finance & Accounting principles with the aid of new age techniques & technology to assist you grow sustainably & consistently.

Job Description:

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.

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Job Types: Full-time, Permanent

Pay: ₹600, ₹720,000.00 per year

Benefits:

  • Cell phone reimbursement

Education:

  • Bachelor's (Preferred)

Experience:

  • Business development: 4 years (Preferred)
  • total work: 4 years (Preferred)

Language:

  • English (Preferred)

Work Location: In person



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