Motilal Oswal - Institutional Sales Role

Location - Chennai

PRINCIPAL RESPONSIBILITIES:

- Identify institutional clients for investments in Equity MFs/PMS.

- Servicing current institutional distributors in order to advance sales.

- Strengthen working relationships with Institutional investors. The engagement should include:

- Providing updated marketing material

- Regular client meetings based on the client segmentation model.

- Preparing and implementing annual sales strategies for relevant regions.

- Identify and acquire new clients

- Achieve defined Gross, Net Sales and Asset targets defined each year.

ESSENTIAL SKILLS REQUIRED:

- Strong relationship management skills with sound understanding of MF and PMS products

- Strong written and oral communication skills.

- Strong interpersonal skills

- Presentation skills

- Perseverance & Patience

- Self starter, self motivated, Go-getter

- Flexibility & Adaptability

- Ability to take mature decisions from a business perspective

ELIGIBILITY CRITERIA:

- Post Graduate, preferably Management graduate

- Experience set with both AMC (Institutional Sales) and private banking (managing HNI portfolios) is preferred

- AMFI/NISM certified

- Knowledge of financial products and environment

- Other added certifications like NCFM modules, CFP will be added advantages