Senior Relationship Manager/Relationship Manager- Institutional Sales

2 weeks ago

Bengaluru New Delhi, India Ppfas Asset Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role & responsibilities -: *New Client Acquisition * Existing Client Relationship *Working closely with Institutional MFDs *

Job Responsibilities -:

  • "Client Acquisition & Relationship Management: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.
  • Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
  • Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
  • Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
  • Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
  • Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
  • * Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices. "

Preferred candidate profile -: Good understanding and working knowledge of Capital Markets, Must have worked with Corporate/ SME clients, Good Communication and Presentation Skills Any Graduate, Preferably with MBA, NISM VA Must

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