Institutional Sales

1 month ago


India Quantum Mutual Fund Full time

4-6 years Mumbai (All Areas)

The role involves building and maintaining relationships with institutional clients to promote and sell mutual fund products. This position requires an understanding of mutual funds, investment strategies, and market trends, as well as excellent communication and sales skills. The primary goal of a Mutual Fund Institutional Sales professional is to generate sales and increase assets under management. Develop and maintain strong relationships with institutional clients such as corporate treasuries, Business proprietors, banks, financial institutions, family offices etc. Regularly engage with clients to provide updates on fund performance, market trends, and investment opportunities. Identify and pursue new business opportunities with prospective institutional clients. Collaborate with the marketing and product teams to develop sales strategies, pitches, and presentations tailored to meet the specific needs of different institutional clients. Conduct compelling presentations and product demonstrations to institutional clients, highlighting the features, benefits, and performance of the mutual funds and investment products. Effectively articulate the firm's investment philosophy, strategies, and competitive advantages. Act as a primary point of contact for institutional clients, addressing inquiries, providing updates on fund performance, and ensuring client satisfaction. Develop a thorough understanding of clients' investment guidelines, reporting requirements, and regulatory compliance. Stay informed about industry trends, market conditions, and competitor offerings. Analyze market data and investor behavior to identify potential sales opportunities. Ensure compliance with all regulatory requirements and internal policies. Adhere to industry standards and maintain a thorough understanding of the legal and compliance framework governing mutual fund sales and marketing activities.

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