Institutional Sales Role
4 weeks ago
Job Specifications:
Role Designation:
Institutional Sales
Department:
Sales
Reporting:
Zonal Head- Institutional Sales
Job Purpose:
Responsible for engaging with Institutional clients for their equity investments and recommending our MF, AIF and PMS products.
Key Deliverables:
- Meeting regularly with corporates, family offices and Ultra HNI clients. Periodically sharing updates on product - portfolio and performance along with reviewing existing investments
- Cross selling new products to existing clients and achieving higher wallet share
- Keep prospecting for new clients and on boarding.
- Ensure participation of clients in Fund Manager interactions
- Arrange client meetings with senior management and fund management team.
- Network with peers and be updated about the business developments
- Share various articles with clients from time to time related to equity markets
Role Requirements:
Experience: 5+ Years of managing direct clients o
Domain Knowledge:
Understanding of equity market, MF, AIF and PMS products
IT Skills:
MS Office and Business Intelligence Applications
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