Experience Required: 10 to 12 years
Location: Mumbai
Core Skills: Product Knowledge, Market Research, Data Analysis, Presentation Design,
Market Intelligence
ROLE OVERVIEW
We are seeking a highly motivated and detail-oriented Transaction Banking Consultant. The candidate will support & ion many ways Lead the team in delivering insightful research, preparing high-quality presentations, and providing analytical expertise on transaction banking products and industry trends.
Job Description
- Strong research and analytical capabilities.
- Creativity in presentation design and content.
- Understanding of the Market & Market needs.
- Ability to work in a fast-paced environment with tight deadlines.
- Client-focused mindset with a passion for delivering high-quality results.
- Understanding of the financial services industry, particularly transaction banking (e.g., payments, receivables, liquidity management).
Roles & Responsibilities:
Market Research & Analysis:
- Conduct detailed market research on transaction banking products, including cash management, trade finance, supply chain finance, and liquidity solutions.
- Analyze industry trends, competitive landscape, and emerging technologies (e.g., blockchain, digital payments) impacting the transaction banking space.
- Compile data from external reports, surveys, and proprietary sources to support business development and strategy initiatives.
Presentation Development:
- Create visually compelling and informative presentations for client pitches, product launches and internal strategy meetings while ensuring content aligns with the overall business strategy and client needs.
- Translate complex financial data and product information into easy-to-understand graphics and narratives.
Transaction Banking Product Support:
- Provide detailed analysis and insights on transaction banking solutions to assist product managers and sales teams.
- Develop reports, case studies, and white papers on best practices, and assist client teams with data and financial models.
Client Engagement & Support:
- Collaborate with relationship managers, product teams, and consultants to support client engagements, focusing on providing transaction banking insights.
- Participate in client meetings, preparing background material and presenting relevant findings on industry trends and product solutions.
Internal Stakeholder Collaboration:
- Work closely with senior management, product teams, and marketing to drive product development and market positioning through research and presentations.
- Coordinate with internal teams for data collection and analysis, ensuring alignment across functions for consistent client messaging.
Educational Qualification: Preferably BE + MBA, BE, MBA, Master's degree or professional certifications (e.g., CFA, CTP) is a plus.
