Institutional Client Development Specialist

24 hours ago

Ahmedabad Chennai Rajkot, India beBeeRelationship Full time US$ 80,000 - US$ 1,20,000
Job Description

We are seeking a Relationship Manager to acquire and nurture institutional clients such as trusts, associations, and government bodies. You will be responsible for initiating new business opportunities within your assigned region, acquiring CASA and Term Deposits, and managing the relationship value of existing customers.

The successful candidate will have proven experience in acquiring and nurturing institutional clients. They will also possess strong business development and relationship management skills, with expertise in acquiring CASA and Term Deposits.

You will work closely with the Branch Banking team to develop sales opportunities and achieve assigned top-line and CASA targets. The role requires a professional who can leverage the bank's relationships with existing institutional accounts by developing and executing proactive banking solutions.

  • Client Acquisition & Nurturing: Acquire and nurture institutional clients, including trusts, associations, clubs, societies, and government bodies.
  • Business Development: Initiate and follow up on new business opportunities within your assigned region.
  • Portfolio Management: Acquire CASA (Current Accounts & Saving Accounts), Term Deposits, and manage the relationship value of existing TASC and Government Banking customers.
  • Proactive Solutions: Leverage the bank's relationships with existing institutional accounts by developing and executing proactive banking solutions.
  • Customer Service & Advisory: Handle the service requirements and manage the investment portfolios of customers.
  • Sales Collaboration: Work closely with the Branch Banking team to develop sales and acquisition opportunities from this segment.
  • Target Achievement: Achieve the assigned top-line and CASA numbers and values.
Required Skills and Qualifications
  • Proven experience in acquiring and nurturing institutional clients.
  • Strong business development and relationship management skills.
  • Expertise in acquiring CASA and Term Deposits.
  • Ability to provide proactive banking solutions and manage customer investment portfolios.
  • Excellent collaboration and communication skills for working with internal teams.
  • Bachelor's or Master's degree in Business, Finance, or a related field, or equivalent experience.
Benefits

This role offers an opportunity to work in a dynamic environment, where you will be able to develop and execute proactive banking solutions to drive business growth. As a Relationship Manager, you will have the chance to build strong relationships with clients and colleagues alike.

Others

This is a full-time position, requiring a commitment to achieving assigned targets and delivering exceptional results. If you are a motivated and experienced professional looking for a challenging role, we encourage you to apply.

  • Tasc Institutional Client Lead

    4 days ago

    Rajkot, Ahmedabad, Chennai, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

    We are seeking a key professional to lead institutional client acquisition and nurturing initiatives. As a Tasc Relationship Manager, you will be responsible for identifying new business opportunities within your assigned region, acquiring Current Accounts & Saving Accounts, and managing the relationship value of existing customers.Key...

  • Institutional Growth Specialist

    3 days ago

    Pune, Ahmedabad, India beBeeTerritorySales Full time ₹ 6,00,000 - ₹ 12,00,000

    Driving Institutional Growth as a Territory Sales ManagerWe are seeking an exceptional Territory Sales Manager to develop and nurture strong relationships with institutional clients within assigned territories.Key Responsibilities:Drive CASA sourcing through existing and new institutional clients, maximizing revenue growth and expansion in the TASC...

  • Client Partnership Specialist

    2 days ago

    Chennai, Tamil Nadu, India beBeeInvestment Full time ₹ 1,04,000 - ₹ 1,30,878

    **Job Title:** Client Partnership SpecialistWe are seeking a skilled Client Partnership Specialist to develop and maintain strong relationships with clients, understanding their financial goals and providing tailored solutions.Key Responsibilities:Identify new business opportunities and expand existing client relationships through effective sales...

  • Strategic Client Development Specialist

    24 hours ago

    Rajkot, Gujarat, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

    Job DescriptionWe seek a seasoned Relationship Manager to bolster our sales and customer satisfaction efforts. As a key member of our team, you will be responsible for fostering long-lasting relationships with clients, driving business growth, and consistently meeting sales targets.Key ResponsibilitiesDevelop and maintain strong ties with existing clients...

  • Institutional Sales

    5 days ago

    Ahmedabad, Gujarat, India VicTree Solutions Full time

    **Company Description** **Role Description** This is a full-time on-site role for an Institutional Sales professional at Victree Solutions in Mumbai. The Institutional Sales role will involve developing and implementing sales strategies, managing client relationships, and driving business growth through investments and trading. The role will also require...

  • Institutional Sales

    3 weeks ago

    Chennai, Tamil Nadu, India Avani Consulting Full time

    Job DescriptionThis role is for an Institutional Sales professional at a top Asset Management Company (AMC). The primary focus is to acquire new clients, manage existing relationships, and increase the company's Assets Under Management (AUM) and market share. The role requires a minimum of 4 years of experience in handling HNI/UHNI/NRI/Priority clients and...

  • Institutional Sales

    5 days ago

    Ahmedabad, India Doshion Polyscience Full time

    **Key Responsibilities**: - **Develop and implement sales strategies to achieve revenue targets & increase market share.**: - **Build and maintain strong relationships with institutional clients and key stakeholders.**: - **Develop & manage a sales pipeline, and provide regular sales forecasts to senior management.**: - **Conduct technical presentations...

  • Institutional Sales

    11 hours ago

    Ahmedabad, India Doshion Polyscience Full time

    **Key Responsibilities**: - **Develop and implement sales strategies to achieve revenue targets & increase market share.**: - **Build and maintain strong relationships with institutional clients and key stakeholders.**: - **Develop & manage a sales pipeline, and provide regular sales forecasts to senior management.**: - **Conduct technical presentations...

  • Senior Institutional Sales Executive

    2 days ago

    Ahmedabad, Gujarat, India beBeeFundraising Full time ₹ 60,00,000 - ₹ 1,20,00,000

    About the RoleWe are seeking an experienced professional to join our Regional Fund-raising Team as a Sales Specialist. This role will involve maximising institutional, DFI and family office coverage through effective onboarding and communication.

  • Institutional Sales

    4 days ago

    Ahmedabad, India RARR Technologies Full time

    For Body Care Product Manufacturing & Trading - 2 - 5 Years- Full Time- AHMEDABAD**Job Skills**: INSTITUTIONAL SALES CORPORATE SALES Institutional Sales - Corporate Gifting Location : - Ahemdabad Exp -2-6year Job Summary: As an Institutional Sales Executive for Corporate Gifting, you will be responsible for developing and managing relationships with...