DGM- Institutional Sales

We are seeking a dynamic and results-driven professional to join our team as Deputy General Manager – Institutional Sales. The ideal candidate will be responsible for driving institutional business growth, managing key client relationships, and leading a high-performing sales team. This role demands strategic thinking, deep financial acumen, and exceptional leadership capabilities to expand our institutional client base and achieve ambitious revenue targets.

Key Responsibilities

• Develop and execute strategic sales plans to acquire and retain institutional clients across sectors.
• Identify new business opportunities and drive revenue growth through targeted outreach and relationship management.
• Present and promote financial products and investment solutions tailored to institutional client needs.
• Analyze market trends, competitor offerings, and client feedback to refine sales strategies.
• Lead, mentor, and manage a team of sales professionals to ensure high performance and goal alignment.
• Collaborate with internal stakeholders including product, marketing, and operations teams to deliver seamless client experiences.
• Maintain accurate records of client interactions, sales activities, and pipeline status using CRM tools.
• Prepare and deliver compelling presentations and proposals to prospective clients and senior management.
• Monitor and report on sales metrics, forecasts, and performance against targets.
• Ensure compliance with regulatory standards and internal policies in all client engagements.

Qualifications & Experience

• Bachelor’s degree in Business Administration, Marketing, Finance, or a related field (Master’s degree preferred).
• Minimum [10+] years of proven experience in institutional sales or business development, preferably within the financial services industry.
• Strong understanding of financial products, investment strategies, and capital markets.
• Demonstrated success in building and managing relationships with institutional clients.
• Proficiency in CRM software (e.g., Salesforce, Zoho) and MS Office Suite (Excel, PowerPoint, Word).
• Excellent communication, negotiation, and presentation skills.
• Strong analytical skills to interpret sales data and make informed decisions.
• Leadership experience with the ability to inspire and manage a team effectively.
• Results-oriented mindset with a consistent track record of meeting or exceeding sales targets.

Job Types: Full-time, Permanent

Pay: ₹1,200,000.00 - ₹1,650,000.00 per year

Ability to commute/relocate:

• Bhubaneswar, Orissa: Reliably commute or willing to relocate with an employer-provided relocation package (Required)

Experience:

• Institutional Sales: 10 years (Required)
• Financial services inds.: 10 years (Required)

Work Location: In person