Job Description

Required Qualification and Skills:- 3-7 years of professional experience in institutional sales within mutual funds industry.- Graduation / Master's in finance, Business, Economics, or related field.- Established relationships across corporates, banks, treasuries, mutual fund distributors, RIAs, and family offices.- Strong understanding of mutual fund products, distribution channels, and SEBI regulations.- Strong knowledge of fixed income, arbitrage, and hybrid products, with a particular focus on strategies deployed by institutional investors.- Excellent communication, presentation, and relationship management skills.- Proven ability to originate business, deliver AUM targets, and manage key accounts.- Analytical mindset with ability to track competitor moves, market trends, and client portfolios.Key Roles and Responsibilities:- Drive AUM growth from institutional clients including corporates, banks, treasuries, distributors, RIAs, and family offices.- Originate meetings, pitch investment strategies, close mandates, and maintain a qualified business pipeline.- Build, manage, and service key distributor and RIA relationships: empanelment, activation, retention, and business delivery.- Conduct portfolio reviews and market updates for institutional clients; collaborate with investment and product teams for client presentations.- Maintain CRM and MIS discipline: share daily, weekly, and monthly reports with management on business progress and challenges.- Resolve client onboarding, KYC, operational, and payout issues by coordinating with operations, legal, and compliance teams.- Track industry flows and competitor activities; share actionable insights with internal teams for product positioning and campaigns.- Ensure all communications and client interactions are compliant with regulations (ref:updazz.com)

Skills Required