Proactive assistance to the RM with transactional support on new business origination activities, including client research, pitch books, industry leads, and coordination with network and product.
Client analysis and reporting on post‑origination activities, client meeting documentation, and briefing notes.
Support RM on sales discipline requirements: account planning process, pipeline maintenance, client call reports, and preparation of deal approval submissions.
New transactions: deal execution support, document negotiation, coordination with Product Sales and Client Management on documentation matters, deal drawdown, fee booking, and revenue recognition.
Proactive management of portfolio, including client and product partner engagement to ensure limit utilisation and accurate revenue/returns.
Business
Provide direct sales support to the RM on all orig...