- Developing and maintaining strong relationships with banks and NBFIs.
- Identifying new business opportunities and expanding the client base.
- Providing financial and investment planning to help clients achieve their financial goals.
- Analysing financial statements and market trends to identify potential risks and opportunities.
- Collaborating with internal teams to ensure seamless delivery of products and services.
- Ensuring compliance with regulatory requirements.
- Bachelor's degree in finance, economics, or a related field.
- At least 10 years of experience in relationship management or sales within the banking industry.
- Strong existing relationships with banks, broker dealers, and institutional investors
- Deep understanding of financing and securities services products.
- Ability to analyse financial statements and market trends.
- Strong communication skills, both written and verbal.