Channel Head - Institutional Sales - BFSI

Role and Responsibilities:

- Responsible for driving the entire Institutional sales or Key Accounts Management in the Region.

- To ensure marketing activities and business promotional activities with the entire Institutional channel of region.

- Experience in directly handling Family Offices / HNI / SME clients / Corporates.

- Drive business growth in Institutional Investor Space for the Company.

- An Expert in B2B sales, Corporate / Institutional Sales

- New Client Acquisition across relevant Corporate Investor Categories (Large, Medium and SME).

- Liaising with Corporates / distributors / banks / institutions / SMEs

- Building and maintaining healthy business relations with Institutional Investors

- To penetrate all targeted key accounts and originate upselling opportunities

- Ensure adherence to sales processes and requirements.

- Achievement of monthly, quarterly & yearly business plan.

- Channel Development & networking skills for achieving Channel Sales

- Ensuring that the mobilization achieved for all the schemes of the company is the best in the industry.

- Assume full accountabilities for all aspects of sales in the respective channel

- Help in communicating a strong and vibrant brand

- Ensuring increase in Market share in the respective channel business.

- Liaising with distributors for selling targeting specific schemes as identified by the Business Head.

Skills & Competencies

- Wide network of contacts across intermediaries / Institutional Investors / Corporate Investors

- Self-starters and goal oriented

- Understanding of Treasury and Fixed Income products

- Able to work independently and as a team player

- Excellent verbal communication skills and active listening skills

- Account Management skills, Excellent Presentation Skills

- Should have a thorough understanding of our products and a clear and fair idea about the products of our competition.

- Thorough understanding of regulatory framework and Taxation Laws

- Positive and enthusiastic attitude

- Customer focus and result oriented approach

Qualification & Experience:

- MBA/Graduate with 10+ years of Industry Experience in directly handling Family Offices / HNI / SME clients / Corporates

- SME clients are defined as - Educational Institutes / Hospitals / Trusts / Mid-size companies.

- Good knowledge of Equity, Debt Markets and Financial Market & also Global Market