1. Products Market Analysis & Services
- Monitor market trends, competitor activities, and financial product developments, ensuring clients are informed about investment opportunities and solutions
- Support sales and research requests on market trends & intelligence to effectively address clients’ queries and deliver sales products & services
- Coordinate interactions between clients and analysts
*** Outcomes:
- High-quality market (flows, macro, corporate news, etc.) analysis with actionable insights
- KPI-based & subject to fit to Senior Executive level
2. Business Development & Sales Execution Support
- Assist in new institutional clients’ onboarding, leveraging networks and market intelligence
- Track and follow up on corporate access and placement interests
- Assist senior sales in implementing targeted strategies to approach and onboard new clients
*** Outcomes:
- Smooth coordination between sales, trading and research
- Timely execution and communication
- KPI-based & subject to fit to Senior Executive level
3. Client Relationship Management
- Support senior sales in managing day-to-day institutional client needs and requests
- Distribute timely research and market updates to clients
- Maintain relationships with clients, ensuring satisfaction and loyalty
*** Outcomes:
- Timely delivery of research and updates
- Increased client engagement and responsiveness
- KPI-based & subject to fit to Senior Executive level
4. Sales Strategy & Execution
- Support in developing and executing sales’ strategies
- Promote products such as market updates, research reports, block deals, and trading ideas/investment opportunities to clients
*** Outcomes:
- Enhanced client engagement and product visibility
- KPI-based & subject to fit to Senior Executive level