Key Responsibilities:
- Building relationships with existing institutional clients
- Identifying New Institutional Clients through Cold Calls & References.
- Understanding their investment needs and providing tailored solutions across Mutual Funds, AIFs, and taxation
- Better understanding of Mutual Fund products, AIF, taxation etc
- Achieving Sales Targets and assigned KRAs.
- Organizing IAPs/Client Meet, webinars, and conferences.
- Prior experience in Institutional Sales from Wealth Banking, AMCs, or third-party distribution in banks is preferred
- Continuously updating themselves on market trends and regulatory changes in line with financial market dynamics.
- Having relevant experience, preferably from Wealth Banking, AMCs, or candidates working on third-party distribution in banks.
Required Skills & Competencies:
Strong understanding of:
- Mutual Fund products
- Alternative Investment Funds (AIFs)
- Capital markets
- Taxation and investment structures
- Excellent institutional sales and relationship management skills.
- Strong networking, negotiation, and business development capabilities.
- Ability to understand client investment requirements and provide tailored financial solutions.
- Strong communication, presentation, and stakeholder management skills.
- Target-oriented mindset with strong analytical and problem-solving abilities.
Preferred Background:
- Candidates with prior experience in the following domains will be preferred:
- Asset Management Companies (AMCs)
- Wealth Management Firms
- Private Banking / Wealth Banking
- Institutional Distribution
- Third-party distribution businesses in banks
Qualifications & Experience:
- Postgraduate qualification preferred (MBA / PGDM / Finance or equivalent).
- NISM Series V-A Certification is mandatory.
- Minimum 5-8 years of experience in Institutional Sales within leading AMCs or financial institutions.
- Proven track record in institutional client acquisition and revenue generation.
Didn’t find the job appropriate? Report this Job
