Business Associate

Job highlights

• 25 years experience in client relationship management with strong MS Office and communication skills
• Support lead generation, prepare pitch decks and proposals, maintain client database, coordinate client relationships, and provide executive support to senior leadership

Key Responsibilities:

• Support lead generation and business development efforts for Debt Advisory, Project Finance, TEV/LIE services, Private Equity, and related offerings.
• Research and identify potential clients (corporates, project developers, infrastructure companies).
• Assist in preparing pitch decks, capability presentations, and proposals.
• Maintain and update the client database; track leads, opportunities, and follow-ups.
• Coordinate relationship management activities with existing clients.
• Support networking efforts, industry events, and empanelment-related activities.
• Gather market intelligence on banking products, project finance trends, and competitor activity.
• Help prepare status reports on the business development pipeline and conversion metrics.
• Provide comprehensive administrative and executive support to the Managing Director and senior leadership.
• Prepare and organize presentations, proposals, reports, and client documentation.
• Maintain confidentiality of sensitive financial and client information.

Required Qualifications & Skills

• 25 years of experience handling client relationships.
• Excellent written and verbal communication skills.
• High proficiency in MS Office (especially PowerPoint, Excel, and Word).
• Strong organizational skills, attention to detail, and ability to multi-task in a fast-paced environment.
• Professional demeanor, discretion, and the ability to interact confidently with senior professionals, bankers, and clients.
• Proactive, result-oriented mindset with a willingness to take ownership of both administrative and business development tasks.