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Kavita Adlakha

Senior Consultant at Mirus Solutions

Last Login: 21 October 2020

Job Views:  
1857
Applications:  37
Recruiter’s Activity:  1

Job Code

533843

Relationship Manager - Institutional Sales - Asset Management Firm

8 - 15 Years.Delhi NCR
Posted 6 years ago
Posted 6 years ago

We are hiring for a Relationship Manager - Institutional Sales with a leading Asset Management company.

Job Role:

The position is responsible for managing Institutional Sales of Asset business in Mumbai

Key Responsibilities:

- To service the existing Clients & acquire and handle new corporates / institutions

- Develop and maintain relationship with all clients an channel partners

- Increasing the market share & brand recall of Asset Mutual fund

- Conducting meeting with clients/ Channel partners, understanding their needs and provide relevant feedback up the chain.

- To update clients with market and scheme related information

- Engage with clients for higher allocations to Schemes of Mutual Fund, especially in Fixed Income schemes.

- Would be responsible for building, owning and managing an AUM of direct clients

- Has to generate and grow business and maintain consistent interaction with the relationships.

- Has to be aware of key developments about the local markets to devise effective ways of operating in Mumbai.

- Should be able to organise and conduct meetings and presentations for clients.

- Would also be responsible for handling the respective distributors in the Institutional segment

Knowledge / Skills / Experience/ Education

- MBA with 8 to 12 years of relevant experience in Institutional Sales with AMCs and Banks

- Good with Institutional Relationships and Client Engagement. Touch points: Treasury and Finance Heads and Key Influencers

- Knowledge of Fixed Income Products

- Has a strong flair for investment advisory and is well informed on the financial market, the economy and the political conditions

- Team player

- Good communication - verbal and written with a pleasing personality

- Should have a strong knowledge on products and their effectiveness under changing markets

- Should have a strong knowledge of client requirements in the segment in Mumbai

- AMFI certification compulsory.

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Posted By

user_img

Kavita Adlakha

Senior Consultant at Mirus Solutions

Last Login: 21 October 2020

Job Views:  
1857
Applications:  37
Recruiter’s Activity:  1

Job Code

533843

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