Manager - Institutional Sales - Mutual Funds (3-7 Yrs) Bangalore (bfsi Sales)

1 week ago

Bangalore Karnataka, India Capitalmind Asset Management Pvt Ltd Full time

Required Qualification and Skills - 3-7 years of professional experience in institutional sales within mutual funds industry - Graduation Master s in finance Business Economics or related field - Established relationships across corporates banks treasuries mutual fund distributors RIAs and family offices - Strong understanding of mutual fund products distribution channels and SEBI regulations - Strong knowledge of fixed income arbitrage and hybrid products with a particular focus on strategies deployed by institutional investors - Excellent communication presentation and relationship management skills - Proven ability to originate business deliver AUM targets and manage key accounts - Analytical mindset with ability to track competitor moves market trends and client portfolios Key Roles and Responsibilities - Drive AUM growth from institutional clients including corporates banks treasuries distributors RIAs and family offices - Originate meetings pitch investment strategies close mandates and maintain a qualified business pipeline - Build manage and service key distributor and RIA relationships empanelment activation retention and business delivery - Conduct portfolio reviews and market updates for institutional clients collaborate with investment and product teams for client presentations - Maintain CRM and MIS discipline share daily weekly and monthly reports with management on business progress and challenges - Resolve client onboarding KYC operational and payout issues by coordinating with operations legal and compliance teams - Track industry flows and competitor activities share actionable insights with internal teams for product positioning and campaigns - Ensure all communications and client interactions are compliant with regulations ref updazz com

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