Institutional Sales Head - Banking

Institutional Sales Head - Report to CEO

Company Overview:

We are hiring for a leading provider of comprehensive AMC, specializing /in serving institutional clients across India. We offer a suite of services including portfolio management system (PMS) solutions, risk management tools, and compliance support, empowering our clients to navigate the complexities of the financial markets with confidence. Our commitment to innovation and client satisfaction has established us as a trusted partner for institutions seeking to optimize their investment strategies and operational efficiency.

Role Overview:

As the INSTITUTIONAL SALES HEAD, reporting directly to the CEO, Will be responsible for driving the growth of our institutional client base in the Mumbai region/Pan India. You will lead the sales efforts, building and maintaining strong relationships with key decision-makers at institutions, family offices, and other relevant entities. This role requires a deep understanding of the financial markets, strong sales acumen, and the ability to effectively communicate the value proposition of our solutions. Your success will directly impact the company's revenue growth and market position.

Key Responsibilities:

- Develop and execute a strategic sales plan to acquire new institutional clients and expand relationships with existing clients.

- Identify and target key decision-makers within institutions, family offices, and other relevant organizations to generate new business opportunities.

- Build and maintain strong relationships with clients, providing exceptional service and support to ensure their satisfaction.

- Present and demonstrate our financial solutions to prospective clients, effectively communicating their value proposition and benefits.

- Negotiate and close sales deals, ensuring that they are mutually beneficial and aligned with the company's objectives.

- Collaborate with internal teams, including product development and marketing, to ensure that our solutions meet the needs of our clients.

- Stay abreast of industry trends and competitive landscape to identify new opportunities and maintain a competitive edge.

- Manage and mentor a team of sales professionals, providing guidance and support to help them achieve their sales targets.

Required Skillset:

- Demonstrated ability to build and maintain strong relationships with institutional clients.

- Proven track record of success in institutional sales, with a deep understanding of the financial markets and investment strategies.

- Excellent communication, presentation, and negotiation skills.

- Strong understanding of PMS, risk management, compliance, and family office operations.

- Ability to work independently and as part of a team.

- Bachelor's degree in finance, business administration, or a related field. MBA or other advanced degree preferred.

- Familiarity with institutional equities and B2B marketing strategies.