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Manager - Institutional Sales

Mumbai

Job Description

·         Develop and execute sales strategies to expand institutional business partnerships and client base.
·         Conduct market research to identify potential institutional clients and industry trends.
·         Establish and nurture relationships with key decision-makers and stakeholders within targeted institutions.
·         Possess an in depth knowledge of industry sector/segment wise in respective region.
·         Confident to review and discuss Financial markets with investors to and Brand/ Class market Shriram AMC. Persistent follow up if required for inclusion of SAMC in the investment portfolio of investors.
·         Partner with wholesale Distributors to understand their clintetel financial needs to promote to SAMC Schemes.
·         Responsible for driving the sales for all wholesale along with high volume across the region.
·         Engage with Corporate treasuries to ensure higher allocation there by increasing market share of respective regions.
·         Responsible for conducting all educating / training for new investors.
·         Maintaining weekly sales reports to track, analyse and communicate business results and provide insight and feedback by account.
·         Provide regular updates and reports on institutional business development activities to senior management.
·         Stay informed about industry regulations and compliance standards affecting institutional business relationships.
·         Work closely with internal teams to ensure seamless investment experience to institutional clients.
 

Responsibilities
    • Minimum 3-8 years of experience in institutional sales for mutual funds or other financial products.
    • Proven track record of success in building and managing client relationships within the institutional market.
    • Deep understanding of the mutual fund industry, investment products, and regulatory environment.
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