Institutional Sales

1 day ago

Mumbai, Maharashtra, India Zigsaw Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Job Description
  • Department: Sales
  • Sub-Dept.: Institutional Sales
  • Reporting To: Head AND Strategic Affiliations
  • ROLE OBJECTIVE -
  • The primary responsibility of the Key Accounts Manager - Institutional Sales role is to identify opportunities and develop relationships with Institutional investors and investment consultants in assigned institutional market channels.

Academic:
  • ❖ Any Graduate
  • ❖ Graduate in Commerce/Accounts & Finance will be preferred
  • ❖ Masters in Business Administration with (specialization in Finance will be most preferred)
  • Experience:-

❖ 2-4 years of experience as a key accounts manager or sales executive or in a relevant role in the BFSI industry
  • ❖ Basic Knowledge of Equity & Derivatives
  • ❖ Prior experience in sales of financial products is a must.
WORKING RELATIONSHIPS -
  • ❖ Peers/ Colleagues
  • ❖ Functional Heads
  • ❖ Other Functional Teams
  • External:
  • ❖ Institutional Partners
  • ❖ Key Individuals in Institutions
  • ❖ Networking Circles
Education/Experience
  • PRIMARY RESPONSIBILITIES
  • ❖ The primary responsibility of a Key Accounts Manager is selling of Fund Manager Portal at the location
and areas in and around the identified location and Relationship Building for generating sales.
  • ❖ Drive business growth in the Institutional Investor Space for the Company.
  • ❖ An Expert in B2B sales Corporate / Institutional Sales
  • ❖ New Client Acquisition across relevant Corporate Investor Categories (Large Medium and SME).
  • ❖ Liaising with Corporates/distributors/banks/institutions / SMEs
  • ❖ Building and maintaining healthy business relations with Institutional Investors
  • ❖ To penetrate all targeted key accounts and originate upselling opportunities
  • ❖ Ensure adherence to sales processes and requirements.
  • ❖ Achievement of monthly quarterly & yearly business plans.
  • ❖ Channel Development & networking skills for achieving Channel Sales
  • INDIVIDUAL COMPETENCE
  • ❖ Wide network of contacts across intermediaries / Institutional Investors / Corporate Investors
  • ❖ Self-starter and goal-oriented
  • ❖ Understanding of Treasury and Fixed Income products
  • ❖ Able to work independently and as a team player
  • ❖ Excellent verbal communication skills and active listening skills
  • ❖ Account Management skills Excellent Presentation Skills
  • ❖ Should have a thorough understanding of our products and a clear and fair idea about the
products of our competition.
  • ❖ Thorough understanding of the regulatory framework and Taxation Laws
  • ❖ Positive and enthusiastic attitude
  • ❖ Customer focus and result-oriented approach

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