Institutional Fund Strategist

1 day ago

Bengaluru, Karnataka, India beBeeFundStrategist Full time ₹ 45,00,000 - ₹ 60,00,000
Key Opportunities

We are seeking driven professionals to join our Institutional Sales team for the Bangalore region.

In this role, you will collaborate with high-intent investors, expanding institutional and corporate coverage in the region.

Primary Responsibilities:
  • Build a deep understanding of fund products and services.
  • Develop and present fund strategies and investment thesis to investors.
  • Build strong relationships with corporate treasuries by presenting tailored fund opportunities that align with their objectives.
  • Communicate market insights and fund updates effectively to investors.
  • Provide on-ground market trends and industry dynamics to support strategic planning and decision-making.
  • Report directly to the Head of Institutional Sales.
Required Expertise:
  • MBA/CA/CFA with 5 to 7+ years of experience in institutional sales within MFs, AIFs, or rating agency covering large to mid-market companies.
  • Strong network with key stakeholders, including promoters, CIOs, CFOs, Heads of Treasury, and Family Office Principals.
  • In-depth knowledge of fixed-income markets and financial sales experience.
  • Excellent communication skills (written and verbal).
  • Demonstrated ability to achieve extensive coverage, onboard investors, and drive results.
  • Strong attention to detail, networking, and stakeholder management.
  • Willingness to travel frequently.
Work Environment:
  • A young, vibrant, and talented team culture.
  • Focus on hard work, ownership, and execution excellence.
  • Highly empowered and impactful role, central to our growth story.
  • Entrepreneurial setup defined by agility, speed, and innovation.

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