Institutional/HNI Acquisition Role - Mutual Funds - BFSI

Role Summary :

- Drive sales in the institutional community such as Single and Multi Family offices, Corporates, Pension funds, Private Trusts and other corporates.

Responsibilities :

- Create and maintain database of investors in the target segment

- Maintain relationships through newsletters, communication with them on a regular basis

- Create bespoke investment proposals to suit the corporates concerned

- Stay at par with the industry and financial market developments and regulatory changes and assess the impact on the company's range of funds

- Strategize, drive the business plan for the target segment

Skills :

- Good communication

- Analytical skills

- Well versed with MS Office - Powerpoint especially

- Research-oriented

- Innovation & creativity skills

- Solution-Oriented

- Strong Interpersonal Relationship