Relationship Manager
2 weeks ago
Relationship Manager- Institutional Sales
We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Relationship Manager - Institutional Sales with 2+ years of experience in the Mutual Fund Industry.
Job Summary:
New Client Acquisition
Existing Client Relationship
Working closely with Institutional MFDs
Market Expertise, Corporate/SME Client Handling
Job Description:
• 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.
Qualification & Experience :
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
Interested candidates can send resume on
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