Vice President/Senior Vice President - Key Accounts - Institutional Sales - BFS

Job Purpose : 

- To attain maximum market share from Target Universe of clients spread across all centres

- To ensure a high institutional market share amongst the top 100 clients. This includes developmental strategies and execution of the same for broader organisational goals.

- To track new opportunities in various centres and activate new clients to build strong and stable institutional AUM and build SOW in various centres.

- To have in depth connectivity and knowledge about existing products in Debt and Equity.

- To focus on new opportunities in Insitutitonal Segment - specially in the PF and Gratuity Segment for equity business

Key Responsibility Areas : 

- Increase SOW in various centres and amongst key clients across the country - special focus on top 100 clients in the country.

- Increasing the AUM from clients allocated by coordinating with RHs and KAM RM's across the country.

- Account Plans and distributor tie-ups

- Assistance in enabling high standards of service for top clients as well as assist in implementation of various projects which help in enabling the same.

- Market intelligence with respect to clients, pricing, products, competition

- To assist in any tie - up with key distributors in Mumbai to grow institutional market share

- Carrying out product analysis and assist in providing relevant analysis of competing schemes/ other economic trends so as to assist all members of institutional team to make more effective sales calls.

- Demonstration of leadership and active growth of team across the country.

- Reporting as assigned to the role by CO/ CH.

Qualification / Experience / Knowledge / Skills

- Qualification - MBA/ CA/ MFC/ CFA/Graduation from reputed institute.

- Experience - more than 12 years of experience with top AMC market at senior / middle level management positions - having good experience in handling institutional market as well as distributors and new segments.

- Having minimum 2 years experience in team management and monitoring business in large number of centres/ branches/ scale.

- Technical Skills - Understanding of MF products, debt and equity markets, operational issues & market updates/connectivity.

- Behavioral Skills - Aggressive, good inter-personal skills, good presentation skills, in - depth market and economy knowledge, excellent communication skills.

Key Relationship : 

Internal Most frequent interaction and purpose External Most frequent interaction and purpose

- Channel Head, Regional Heads and KAM RM's - Client & market feedback and formulating strategies to increase business/ market share

- Product team, CH, FM, HR, DOFA, DOA, Legal

- Registrars / DOFA/ FM (only for reporting) - To provide satisfactory services to their clients - Clients/Distributors - To promote our products and to get market feeds

- Other AMCs - To get market feeds on placement of funds by clients as also to get market feeds

- Regulators (if required) and registrars