Manager- Institutional Sales

Job Responsibilities:

• Administer and monitor sales and daily operations for Institutional sales, conduct self review and track and report all sales activities.

• Use experience and expertise to achieve business targets set by the company.

• Onboarding institutional clients including direct dealing with large investors and getting business from distributors.

• Work in collaboration with internal teams to build and modify sales strategy, whenever required. • Monitor and stay up to date on industry trends and competitive activities, including analyzing customer behavior and preferences and identifying new market opportunities.

• Enhance the channel by maintaining existing relationships and onboarding new clients, communicate effectively and demonstrate a deep understanding of customer needs and knowledge of mutual fund market and products.

• Ensure and adhere to compliance and regulatory guidelines.

Knowledge & Qualifications required Academic Qualifications:

MBA/Post Graduation/NSIM certification

Minimum Work Experience: 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products.

Skills Required
Sales Strategy