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Relationship Manager - Institutional Sales - Mutual Fund Market (3-8 yrs)
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)
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
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