Institutional Sales

3 days 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.

1 Days Ago


  • Institutional Sales

    2 weeks ago


    India Chola Securities Full time

    About the role:We need energetic and vibrant candidates to build our institutional business. The main objective is to build team, add new customers, service with our research ideas, technology and seamless accurate execution of trades.Position Title:Sales DealerDepartment/Team:Dealing - InstitutionLocation:Mumbai / ChennaiKey Responsibilities:Executing of...

  • Institutional Sales

    1 week ago


    india Chola Securities Full time

    About the role: We need energetic and vibrant candidates to build our institutional business. The main objective is to build team, add new customers, service with our research ideas, technology and seamless accurate execution of trades.Position Title:Sales Dealer Department/Team:Dealing - Institution Location:Mumbai / ChennaiKey Responsibilities: Executing...


  • Ludhiana, India Kotak Mahindra Bank Limited Full time

    Job Description Job Description Relationship Manager-TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions,...


  • Noida, India Kotak Mahindra Bank Limited Full time

    Job Description TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic Missions, Govt. Departments/ PSUs, etc. Key Functions & Responsibilities: - TASC...


  • Mumbai, India Godrej & Boyce Mfg. Co. Ltd. Full time

    Job Description Key Result Areas: 1. Business Results 2. Influencer Management 3. Working Capital Management 4. Business Process Job Description: The incumbent would be responsible for the following: 1. Business Results - Achieving institutional sales and throughput target for the assigned responsibility-Petroleum & Government accounts - Key Account...

  • Cluster Manager

    1 week ago


    Kolkata, India Kotak Mahindra Bank Limited Full time

    Job Description - The prime responsibility is to manager a team of SRM/RM of the state and ensure they interact & liaison with Finance Heads/ Accounts Officers/ Key Decision Makers in various Institutions like Trusts, Societies, Educational bodies, Hospitals, Associations, Clubs, Co-op Banks, Cooperatives, Religious/ Charitable Organizations, Corporate/PSUs...


  • India Michael Page Full time

    Job Description- Opportunity to grow with a rapidly progressing business- Competitive Salary & perksJob Description- Develop and execute sales strategies for modern trade and institutional accounts within the health & beauty industry.- Identify and build relationships with key stakeholders to expand market presence in Gurugram and beyond.- Monitor and...


  • Noida, India Mode Retails Sales and Marketing Pvt. Ltd. Full time

    Job Description About the Company Mode Retails Sales and Marketing Pvt. Ltd., established in 2020, is one of Indias leading manufacturers of incense sticks and natural incense-based products under the flagship brand 'PRABHU SHRIRAM INCENSE WITH A STORY.' With a strong presence across e-commerce, general trade, modern trade, exports, and institutional...


  • India Corporate Steps Full time

    **Project Sales Executive**: **Building Material**: Corporate steps **Job Description**: - Handling and developing Showroom sales and Institutional sales - Meeting with the Architects and maintaining healthy relations with them - Having confidence and good inter personal skills and Presentable - Good Communication skill both in English and...


  • Varanasi, India Kotak Mahindra Bank Limited Full time

    Job Description Job Description Role: Relationship Manager-TASC & Institutional Business TASC & Institutional Business vertical is a part of Retail Liabilities division of our Consumer Bank segment. It is Kotak's dedicated Sales/Relationship Channel for customer segments like Trusts, Societies, Educational bodies, Associations, Embassy/ Diplomatic...