Core Purpose of the Role :
1. Managing the entire DCM sales process; building and managing sales proposals / presentations and generate leads
2. Manage sales within Trust verticals for Credit Sales and primary issuance placements
3. Sourcing & placement of credit papers
4. Business development : Proactively source, acquire and expand high value customer relationship by maximizing sales and service opportunities
5. Client Engagement : Provide regular value-added engagement with clients; with the support of product specialists, intuitively recognize and understand a client's investment needs and goals in order to provide holistic financial solutions and influence the client's decision-making process to generate revenue for the business
6. Drive and Monitor Revenue and Volume targets and maintain the market mapping for each client
7. Builds an active internal network, to drive superior multi-channel / market service offering / delivery, thereby creating new opportunities with existing and / or new clients
8. Execute transactions
9. Follow internal SOP norms
10. Ensure optimum client servicing in terms of post deal execution, research, advisory, etc.
11. Monitor the deal pipeline and other KPIs through Preparation, Analysis and maintenance of MIS
12. Preparation of analytical material and Tracking guidelines for all relevant sectors
(ref : iimjobs.com)
Institutional Sales • Mumbai, India