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.
Application Submitted Successfully!
Thank you for submitting the application, Our team will reach you soon.