Manager - Institutional Sales - BFSI

INSTITUTIONAL SALES MANAGER FOR FRANKLIN TEMPLETON

Job Responsibilities:

- The role will be based at Delhi and & will report to Head-Institutional Sales, India.

- The role will carry of KRA to handle Institutional Clients & Institutional Channel Partners.

- Responsible for driving & achieving the monthly corporate sales targets.

- Market Mapping, Competition mapping in the geography assigned.

- Cross sell new products and offerings, as per the launches from time to time.

- Proactively identify sales prospects and do business development activities in the region.

- Coordination with internal teams & various departments to accomplish the task assigned.

- Make daily sales calls to develop business.

- Monitor business growth regularly and maintain consistency in sourcing.

- Identify and acquire new clients and strengthen relationships with tagged existing clients.

- Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.

- Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.

- Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.

Skills required:

KNOWLEDGE, EDUCATION, AND EXPERIENCE

- Post Graduate Academic Qualification in Management Field.

- Approx. 8-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI - Corporate Sales.

- High Knowledge and understanding of Financial Markets, especially fixed income.

LICENSES AND CERTIFICATIONS / QUALIFICATIONS

- AMFI/NISM certification (Advisors' Module) mandatory

- Any Financial Advisory Linked Qualification - CFP, CFA

SKILLS AND ABILITIES

- Strong written and oral communication skills

- Presentation skills

- Perseverance & Patience

- Flexibility & Adaptability

- Self-starter, self-motivated, Go-getter

- Managing the performance objectively.

- Thinking on the feet and be self-driven in resolving problems in hand.

PHYSICAL REQUIREMENTS - Reasonable amount of physical fitness to undertake strenuous field & travel job.

TRAVEL REQUIREMENTS - Travel within the assigned region.

REVENUE/ NON-REVENUE GENERATING - Responsible for sales generation, which will ultimately generate revenue for the organization.

CTC - UPTO 20lacs (flexible)