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Institutional Sales Manager

6.00 to 11.00 Years   Ahmedabad   22 Sep, 2024
Job LocationAhmedabad
EducationNot Mentioned
SalaryRs 10 - 22 Lakh/Yr
IndustryFinancial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients.Primary job responsibilities:
    • Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients.
    • Produce superior sales results in terms of gross sales, net sales and market share in all asset classes.
    • Reactivate and acquire new investors in the aforesaid segment.
    • Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets.
    • Advise clients on latest market development and fund house view to have top of mid recall.
    • Leverage on MIS, CRM and other market data to do effective sales
    • Share timely feedback on competition and market deals to superiors
    • Develop external market intelligence to improve network and help in generating business
    Knowledge required for the role
    • Strong knowledge of capital markets (equity & fixed income), products and other financial products
    • Deep understanding of Sales process
    • Understanding of macro-economic variables and mutual fund products
    • Knowledge of family offices & institutional market of Delhi & NCR
    Skills required for the role :
    • Proven ability to deliver superior results in all market cycles
    • Entrepreneurial mindset, ready to take initiative and get your hands dirty especially when it comes to handling complex deal/client/situation.
    • Excellent communication and presentation skills.
    • Ability to develop strong and trusting relationships.
    Previous Work Experience:
    • 6- 12 Years

Keyskills :
mutual fundscapital marketinvestment advisorysaleswealth managementrelationship management

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