Institutional Sales / CEC / PMS - ON Role - Top AMC Company - MF

Institutional Sales professional

Key Accountabilities

• New Client Acquisition

  and activating inactive clients to generate business.
• Follow up on leads from the Corporate Acquisition Team to drive conversions.
• Ensure market share across clients and distributors aligns with organizational requirements.
• Responsible for client and distributor servicing, including handholding transactions for both new and existing clients.
• Develop long-term relationships with key and potential distributors to generate repeat business.
• Actively network with clients, competitors, and distributors to gather market information.
• Provide timely product information and training to distributors.
• Adhere to all organizational and regulatory compliance norms.
• Maintain and regularly review data on market share.

Skills & Requirements

• A minimum of

  4 years of experience

  handling

  HNI, UHNI, NRI, and Priority clients

  .
• Experience in

  Institutional Sales

  within the Mutual Funds industry is required.
• Strong skills in

  client acquisition

  ,

  relationship management

  , and

  business development

  .
• The ability to network effectively and stay informed about market trends.
• A strong understanding of the Mutual Funds sector.