Job Summary - New Client Acquisition, Existing Client Relationship, Working closely with Institutional MFDs
- Client Acquisition & Relationship Management
: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.
Sales Strategy & Execution
: Creating and implementing sales strategies to meet business growth targets and increase market share.
Product Presentation & Education
: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
Market & Product Knowledge:
Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
Client-Specific Solutions
: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
Collaboration & Support
: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
Compliance
: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.
Quali?cation & Experience-
Good understanding and working knowledge of Capital Markets,
Must have worked with Corporate/ SME clients
Good Communication and Presentation Skills
Any Graduate, Preferably with MBA
NISM VA - Mandatory
Interested? Please click here to fill out the form.
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