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    Institutional Sales Role - Mumbai, India - iimjobs

    iimjobs
    Iimjobs background
    Full time
    Description

    Job 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:

    • Meeting regularly with corporates, family offices and Ultra HNI clients. Periodically sharing updates on product - portfolio and performance along with reviewing existing investments
    • Cross selling new products to existing clients and achieving higher wallet share
    • Keep prospecting for new clients and on boarding.
    • Ensure participation of clients in Fund Manager interactions
    • Arrange client meetings with senior management and fund management team.
    • Network with peers and be updated about the business developments
    • 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

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