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Institutional Sales Manager | Mutual Fund @ Genius Consultants

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 Institutional Sales Manager | Mutual Fund

Job Description

Institutional Sales Manager | Mutual Fund - Chennai



Experience-3-5years

Relationship Managed: Institutions (SME/MSME/LARGE)

Sector: Banking/NBFC/Wealth Management's/AMC

Note: Banking & NBFC - Candidate should be Handling wholesale Business/Corporate Relationship's.


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.

Job Classification

Industry: Financial Services (Asset Management)
Functional Area: Financial Services (Asset Management)
Role Category: Trading, Asset & Wealth Management
Role: MF Distributer / Advisor
Employement Type: Full time

Contact Details:

Company: Genius Consultants
Location(s): Chennai

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₹ 10-15 Lacs P.A

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