Experience: 4+ years of experience

Location: Mumbai

About the Company:

Incorporated in 2020, Capwise Financial Services is one of the fastest-growing investment banks based out of Mumbai with additional offices in Delhi (NCR) and Bengaluru. Capwise has built a strong reputation for offering best-in-class financial advisory services in the field of Debt Syndication, Mergers & Acquisitions and Private Equity fundraising. We are a leading Investment Banker in India with expertise in fundraising through Debt and Equity and Mergers & Acquisitions. Our philosophy is built on strategizing wealth & building trust through transparent business practices. At Capwise, we strive to create a holistic business environment laden with insight & expertise to yield optimum results.

Company Website: https://capwisefin.com/

Duties and Responsibilities:

• Acquiring and managing corporate and SME clients through inbound calls, outbound calls, or email. 
• Research and analyze clients' financial profiles and market dynamics to identify potential opportunities.
• Conduct research to identify new markets and customer needs, and develop a growth strategy that focuses on financial gain and customer satisfaction.
• Initiating meetings with clients, gathering business and financial needs, structuring the transaction, and drafting the proposal.
• Dealing with corporate clients, from SMEs to large corporations, and advising them on various banking and financial products and services offered by various banks.
• Negotiating and finalising the mandates till their closure from the end-to-end procedure.
• Working with the team to formulate a Debt Syndication strategy focusing on revenue generation and profitability.
• Debt fundraising for corporate clients from private and public sector banks

Skills Required:

• Excellent communication and interpersonal skills.
• Familiarity with sales techniques and customer relationship management.
• Proficient in MS Office
• Strong Interpersonal skills

Qualifications:

MBA or Post Graduation in Management Studies would be preferable (Marketing and Finance)