AddressJob Specifications:
Role Designation: Institutional Sales
Department: Sales
Reporting: Zonal Head- Institutional Sales
Job Purpose:
Responsible for engaging with Institutional clients for their equity investments and recommending our MF, AIF and PMS products.
Key Deliverables:
1. Meeting regularly with corporates, family offices and Ultra HNI clients. Periodically sharing updates on product - portfolio and performance along with reviewing existing investments
2. Cross selling new products to existing clients and achieving higher wallet share
3. Keep prospecting for new clients and on boarding.
4. Ensure participation of clients in Fund Manager interactions
5. Arrange client meetings with senior management and fund management team.
6. Network with peers and be updated about the business developments
7. Share various articles with clients from time to time related to equity markets
Role Requirements:
Experience: 5+ Years of managing direct clients o Domain Knowledge: Understanding of equity market, MF, AIF and PMS products
IT Skills: MS Office and Business Intelligence Applications
