1. Identify and target potential clients (SMEs, unlisted companies, startups) for IPOs, Fund Raising.
2. Generate leads through networking, referrals, market research, and outreach campaigns.
3. Explain IPO and merchant banking services to clients, addressing queries related to regulatory and funding processes.
4. Build and maintain strong client relationships through regular meetings and updates.
5. Coordinate with internal teams and external stakeholders (legal, compliance, RTA, exchanges) for end-to-end execution.
6. Support in preparing business proposals, pitch books, and presentations for client meetings.
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