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27/10 Ruchika Bhardwaj
Managing Partner/Founder at Workoid Consultants

Views:9367 Applications:417 Rec. Actions:Recruiter Actions:219

AVP/VP - Relationship Manager - Institutional Sales - BFSI (10-17 yrs)

Delhi/NCR/Mumbai/Bangalore/Kolkata/Chennai/Pune Job Code: 171962

We are looking for Relationship Manager (AVP/VP) - Institutional Sales one of India’s leading diversified financial services groups. at New Delhi - Saket, Bangalore - Ulsoor Road, Mumbai, Bangalore, Chennai, Pune & Kolkata

Location: New Delhi –Saket, Bangalore - Ulsoor Road, Mumbai, Bangalore, Chennai, Pune & Kolkata

CTC - 20 L - 30 L (Can be Discussed)

Education Qualification 0 Graduate , MBA preferred

Experience - 10 - 15 years

Department - Sales & Marketing

Functional Area - Sales

Reporting to - Business Head

Skill set required:

- Experience in channel sales / institutional sales / corporate sales of wealth products, as part of Wealth management division of banks/boutique wealth management firm, NBFC firms or AMC.

- Must have prior experience in generating leads and acquiring within the Corporate / Institution segment.

- Should leverage prior relationships with clients.

- Should have sound knowledge of markets/business environment and various financial products

- Travelling Required

About the role:

Client Acquisition:

- Identifying new corporates to be targeted and to evaluate the availability of surplus funds to recommend suitable asset allocation depending on their risk-taking ability, returns expectations and investment horizon.

Relationship Management:

- Presentation to the corporate treasuries to provide a complete financial solution for their surplus funds.

- To provide regular market updates and identifying new opportunities to enhance value to existing and potential customers.

- Updating the client with latest market developments and keeping them informed on the progress and performance of new products that were recommended to them in the past.

Key objective:

- Acquisition of clients and maintaining relationships with key financial decision makers/promoters ofcorporates/ institutions

- Ensuring compliance with key regulatory requirements.

Enablers to the role:

- Acquisition enabler - Telecalling unit provides qualified meetings

- Service enabler - Service Manager is responsible for delivering client service excellence and is One-point-contact for all client feedback & queries

If the above profile suits you, kindly share your updated resume with below mentioned details :

Location Applying for:
Current Location :
Ed Qualification :
Total Exp :
Exp in Handling Institutional Sales :
Current Book size / AUM :
Current Company :
Current Desgn :
Current CTC :
Expected CTC :
Notice Period :

Ruchika Bhardwaj
Team Workoid
Skype : ruchikawkd

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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