AddressRelationship Managed : Institutions (SME/MSME/LARGE) Sector: Banking/NBFC/Wealth Management/AMC
Roles and Responsibilities :
- 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 in-depth knowledge of industry sector/segment wise in the respective region.
- Confident in reviewing and discussing Financial markets with investors 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 clintetele 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, thereby increasing the 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 for institutional clients.
