Senior Relationship Manager - Institutional Sales - Mutual Fund

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.