Institutional Sales Role

4 weeks ago


Mumbai, Maharashtra, India iimjobs Full time

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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