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Relationship Manager / Senior Relationship Manager- Institutional Sales ( 3+ Years experience in Mutual Fund Company) Bengaluru

Relationship Manager / Senior Relationship Manager- Institutional Sales ( 3+ Years experience in Mutual Fund Company) Bengaluru

Talent Corner HR Services Pvt LtdThrissur, IN
1 hour ago
Job description

Relationship Manager / Senior 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 / Senior Relationship Manager- Institutional Sales with 3+ 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

anita.kulkarni@talentcorner.in

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Relationship Manager • Thrissur, IN

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