Manager - Institutional Sales - BFSI

Relationship Managed : Institutions (SME/MSME/LARGE) Sector: Banking/NBFC/Wealth Management/AMC

Roles and Responsibilities :

- Develop and execute sales strategies to expand institutional business partnerships and client base.

- Conduct market research to identify potential institutional clients and industry trends.

- Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions.

- Possess in-depth knowledge of industry sector/segment wise in the respective region.

- Confident in reviewing and discussing Financial markets with investors and Brand/ Class market Shriram AMC.

- Persistent follow-up, if required, for inclusion of SAMC in the investment portfolio of investors.

- Partner with wholesale Distributors to understand their clintetele financial needs to promote to SAMC Schemes.

- Responsible for driving the sales for all wholesale along with high volume across the region.

- Engage with Corporate treasuries to ensure higher allocation, thereby increasing the market share of respective regions.

- Responsible for conducting all educating / training for new investors.

- Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account.

- Provide regular updates and reports on institutional business development activities to senior management.

- Stay informed about industry regulations and compliance standards affecting institutional business relationships.

- Work closely with internal teams to ensure seamless investment experience for institutional clients.