Mutual Fund Sales Strategist

5 days ago

Mumbai, Maharashtra, India beBeeInstitutional Full time ₹ 15,00,000 - ₹ 25,00,000

Institutional Sales Professional

We are seeking a highly skilled Institutional Sales Manager to join our team. The successful candidate will be responsible for developing and executing institutional sales strategies for mutual fund products.

Key Responsibilities:
  • Develop and execute institutional sales strategies: Create and implement plans to sell mutual fund products to institutional clients.
  • Identify and onboard new clients: Find and engage with new institutional clients, including banks, insurance companies, pension funds, corporates, and trusts.
  • Grow assets under management (AUM): Deepen relationships with key accounts and cross-sell investment solutions to increase AUM.
  • Presentation and pitches: Regularly present product pitches, market updates, and portfolio strategies tailored to different client types.
  • Due diligence and onboarding: Drive the due diligence and onboarding process for prospective clients.
  • Market tracking: Track market developments, regulatory changes, and macroeconomic trends affecting institutional investments.
  • Client events: Organize and participate in roadshows, webinars, client events, and industry conferences to showcase fund offerings.
Required Skills & Competencies:
  • Mutual fund knowledge: Comprehensive understanding of mutual fund products: fixed income, equity, SIF, and their suitability for various institutional client segments.
  • Sales acumen and negotiation skills: Proven ability to negotiate and close deals in B2B/Institutional sales.
  • Relationship-building: Excellent relationship-building ability and client management expertise.
  • Financial markets knowledge: Deep understanding of financial markets, investment concepts, and portfolio construction.
  • Communication skills: Effective communication, presentation, and interpersonal skills.
Educational & Experience Requirements:
  • Graduate/Post-graduate degree: Graduate or post-graduate degree in Finance, Economics, Business Administration, or related field.
  • Professional certifications: NISM V-A/MF certification mandatory; CFA/CA/MBA-finance preferred.
  • Experience: Minimum 3-5 years of experience in institutional sales, preferably within mutual funds, asset management, or financial services industry.

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