Regional Head - Institutional & Retail Sales - Asset Management Firm

Regional Head - Institutional & Retail Sales

1. BASIC ROLE INFORMATION :

- Function / Department / Vertical: Sales

- Years of Experience: 15-20 Years

- Management Level : VP

- Accountable to (position) : Head - Institutional Sales

- Educational Qualifications: MBA or any equivalent degree

- Total number of employees supervised: 2-3 people

2. RESPONSIBILITIES & TASKS :

- Develop relationships and manage the existing ones with Institutions for investments in various

- Be the primary client contact and trusted investment advisor

- Deepen existing client relationships by providing appropriate investment advice and solutions

- Acquire new clients through market intelligence & engagements

- Drive sales of AMC's products to suitable client portfolios

- Share market updates and house views to clients on a timely basis

- Update clients on their investments and its performance

- Recognize changes in client's / market environment which may present opportunities

- Enhance client experience through strong relationship management

- Lead new business meetings and close sales to institutional investors and consultants

3. CORE SKILLS & EXPERIENCE REQUIREMENTS :

- Well versed with current affairs - Debt & Equity Markets

- Knowledge of all Mutual Fund compliances

- Knowledge & understanding of Mutual Fund Industry

4. PERSONAL CHARACTERISTICS :

- Strong interpersonal and communication skills

- Maintain good relations across Departments for devising ways to provide value added services to the Clients

- Good Analytics Skills

- People Management

- Displays ability to think out of the Solution provider.