← Origination and Pitch Deck Development

Origination strategy and account planning

Module 01 / 5 · 60 min · Free preview

Turn a sector into a ranked list of clients and a written account plan, and build relationships that win mandates in a relationship-driven market.

In this module you will learn to

Explain how coverage and product bankers share the work of originating a mandate
Map an Ethiopian sector and the deal triggers that create advisory work in it
Prioritize clients with a simple, defensible scoring method
Write an account strategy that sets goals, contacts, ideas and next steps for one client

Built on

Erudite Africa training module: Ethiopian Context, topic 3.g Origination and Pitch Deck Development, Level 2 Intermediate with Level 1 pitch book content (October 2026)
Capital Market Proclamation No. 1248/2021; ECMA Directives No. 980/2024 (licensing) and No. 996/2024 (fees); ESX Rulebook (December 2024)
ECMA public offer and trading directive, reported as No. 1030/2024 (text to confirm), and ECMA draft Foreign Portfolio Investment Regulation (consultation, 29 September 2026)
NBE Directive No. SBB/92/2024 on limits on bank investments
Public Private Partnership Proclamation No. 1076/2018 and the Ten Year Development Plan (2021 to 2031)
All companies, people and figures in cases are fictional and illustrative

Examples and companies are fictional. Bank practices are shown as typical Ethiopian practice, not as any one bank's policy. Always apply your own institution's approved policy and the current NBE directives.