Merchant Banking Sales Executive

3 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.

Share The CV on below details

WhatsApp

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

  • Head of Merchant Banking

    1 week ago

    Mumbai, Maharashtra, India Permanent Solution Full time

    *Division Leadership & KMP Accountability*Transaction Execution(IPO, FPO etc)*Fundraising Support, due diligence*Regulatory Compliance & Governance (SEBI, RBI, stock exchange)*Client Relationship Management*Business Development & Market Analysis Required Candidate profile*Division head/senior manager/KMP in a merchant banking firm/investment...

  • Associate Merchant Banking

    3 days ago

    Mumbai, Maharashtra, India Khandwala Securities Limited Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    *Role Overview:*Looking for a motivated professional to join our IB / Merchant Banking team. The role involves financial modelling, IPO evaluation, due diligence & compliance (SEBI ICDR / ICAI guidelines).*Key Responsibilities:*Build financial models, valuations & transaction structuresAnalyze client financials, projections & peer benchmarksConduct due...

  • Merchant Engagement Manager

    5 days ago

    Mumbai, Maharashtra, India Paytm Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Merchant Engagement - AM/Manager - Enterprise Mid Market About Us: Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytm's mission is to serve half a billion Indians and bring them to...

  • Hiring For Merchant Onboarding L2

    1 day ago

    Navi Mumbai, Maharashtra, India Mindgate Solutions Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Merchant On-boarding L2 support [Code: MOBL2]Roles and Responsibilities:• To ensure all queries sent by L1 is responded back within TAT of 24 hours with proper resolution/explanation for L1s to support the merchant.• Liaise with MINDGATEs internal team (developer)/ Banks technical team for resolu tions ofunresolved issues reported by L1.• Analyzing and...

  • Merchant Engagement

    2 weeks ago

    Mumbai, Maharashtra, India Paytm Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Paytm is India's leading mobile payments and financial services distribution company. Pioneer of the mobile QR payments revolution in India, Paytm builds technologies that help small businesses with payments and commerce. Paytms mission is to serve half a billion Indians and bring them to the mainstream economy with the help of technology. Role: ' The...

  • Analyst _Senior Analyst

    4 weeks ago

    Mumbai, Maharashtra, India, Maharashtra Amherst Full time

    Department / Role Overview: Merchant Banking – Asset Liability ManagementThe Amherst Merchant Banking business unit oversees investment management activities for Amherst, including the raising of new debt and equity capital, the formation of new ventures, the strategic acquisition and disposition of homes and the management and operation of Amherst’s...

  • Bank Sales Executive

    1 week ago

    Mumbai, Maharashtra, India Peak Performance Advisors (OPS) PVTLTD Full time ₹ 1,80,000 - ₹ 3,60,000 per year

    Job Description: Bank Sales ExecutivePosition OverviewWe are seeking a dynamic and confident Bank Sales Executive to join our team in Mumbai. The ideal candidate will be a motivated sales professional with banking experience and excellent communication skills to drive customer acquisition and achieve sales targets.LocationMumbai, MaharashtraSalary...

  • Merchant Banking Manager

    3 days ago

    Mumbai, Maharashtra, India Bonanza Portfolio Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role DescriptionIPO/ Open Offer/ AIFs Execution: Manage the execution process for Right Issue, Open Offer, Mainboard Initial Public Offerings (IPO), SME IPO, NCDs, ensuring compliance with regulatory requirements and best practices.Transaction Management: Coordinate and collaborate with various internal teams, including investment banking, legal, compliance,...

  • Sales Executive

    2 weeks ago

    Navi Mumbai, Maharashtra, India Proteca Sales Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Product Technical Presentation & Conducting Demonstration at site.Regularly meeting new customers to generate businessHandling Sales Process - Lead / Enquiry Generation , sending quotation, negotiation & closing order.Candidates with aptitude for sales , good communication skills and willingness to travel in assigned territoryExposure to Industrial Product...

  • Merchant Banking Head

    2 weeks ago

    Mumbai, Maharashtra, India Genetic Callnet Consultancy Pvt Ltd. Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Deal executionLead execution of IPO mandates from start to finish, including due diligence, documentation, regulatory filings, marketing and listingCoordinate with internal teams (origination, compliance, research, sales) and external advisors (lawyers, auditors, registrars, etc.)Ensure timely preparation and submission of offer documents- DRHP, RHP, and...