Relationship Manager - Institutional Sales - Mutual Fund Market

The purpose of this role is to manage assigned relationships to improve institutional sales performance and gain market share within the limits of firms' policies, code of conduct, and processes.

Working knowledge and Experience in Mutual Fund Market and advisory is a must

What is the objective of the role?

Principal responsibilities are:

- Responsible for Relationship Management, Reactivation, and Business Development

- New institutional client acquisition and reactivation of dormant clients

- Tracking companies and promoters for cash/fund flows through various available resources

- Strengthening existing relationships to create a long-term asset book

- Increase market share and revenue from assigned relationships

- Conduct meetings with clients/institutional brokers, understand their needs, and suggest appropriate products

- Update clients with the latest market developments and fund house view regularly

Knowledge required for the role:

- Strong understanding of capital markets and other financial products

- Strong product knowledge

- Strong Business Acumen

- Deep understanding of the sales process

Skills required for the role:

- Influence clients and stakeholders

- Deliver good presentations

- Network and use market intelligence for increasing reach in the market

- Mine data

Educational Qualifications - Graduate/MBA or equivalent degree

Role - Relationship Manager - Institutional Sales

Location - Chennai (Spoken Tamil is a must)