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38 CA Monk Jobs

Junior Relationship Manager

1-2 years

Mumbai

1 vacancy

Junior Relationship Manager

CA Monk

posted 3mon ago

Job Role Insights

Flexible timing

Job Description

Qualification: MBA Finance
 
Experience: Candidate with 1-2 years post qualification experience.
CTC: 10-12 LPA (Fixed) + 25% on CTC (performance based variable)

Responsibilities include:

  • Market research, Data Collection, and analysis of Target company/sector -To gather critical information on target sectors and companies, enabling informed decision-making for client engagement and deal origination.Identifying high-growth opportunities and companies that align with the firmfinancial services.
  • Source, analyse, evaluate, and engage with potential clients in the SME/Mid-markets space- To gather critical information on target sectors and companies, enabling informed decision-making for client engagement and deal origination.
  • Prospecting and engaging with the identified list of clients- To effectively engage with potential clients who have been identified through market research and prospecting efforts, ensuring they are nurtured and moved through the sales pipeline and to build rapport, understand their financial needs, and position the firmfinancial services as the best solution.
  • Identify potential opportunities -Identify opportunities for deals for Debt Syndication, Structured Finance, Project Finance, Working Capital Solutions, Term Loans, Investment opportunities, M&A etc
  • Deal sourcing and managing deal pipeline- To identify, source, and manage potential deals in areas like debt syndication, structured finance, project finance, working capital solutions, and mergers & acquisitions (M&A). Effective pipeline management ensures that opportunities are systematically tracked, prioritised, and moved through each stage from initial contact to deal closure.
  • Negotiate and close deals with the clients with the support of Senior Relationship Manager- To successfully negotiate and close financial deals by collaborating closely with Senior Relationship Managers (SR RMs), ensuring that the clientneeds are met while adhering to the firmobjectives. The goal is to structure win-win deals that align with both the clientfinancial strategy and your firms risk and return criteria.
  • Data Collection & support- To ensure accurate and comprehensive data collection throughout the deal process, supporting decision-making, analysis, and reporting. The goal is to maintain a repository of client, sector, and market data that assists in deal sourcing, evaluation, negotiation, and post-deal monitoring.

Employment Type: Full Time, Permanent

Functional Areas: Sales

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Flexible timing
Monday to Saturday
No travel
Day Shift
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CA Monk Benefits

Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Free Food +6 more
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