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Institutional Sales Manager - Mumbai, Delhi, Bangalore

Institutional Sales Manager - Mumbai, Delhi, Bangalore

Alpha Alternatives

6 - 10 years

15 - 25 Lacs

mumbai bengaluru delhi / ncr

Posted:7 hours ago| Platform:

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Skills Required

institutional sales provident fund pension fund mutual funds sales corporate treasuries

Work Mode

Work from Office

Job Type

Full Time

Job Description

The Institutional Sales Relationship Manager will be responsible for acquiring, managing and deepening relationships with Institutional Clients (such as Insurance Companies, Pension Funds, Provident Funds, Mutual Funds & Corporate Treasuries) to drive AUM growth, expand share of wallet and increase market presence of various product offerings from Alpha Alternatives (AIFs, MLDs, PMSes, InvIT etc).

Role & responsibilities

Identify & onboard new Institutional Clients
Understand clients investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).

Preferred candidate profile

MBA in Finance or a Chartered Accountant
6-10 years of experience in Institutional Sales, preferably with a large AMC or in Wholesale Banking.
Excellent communication, negotiation, and presentation skills.

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Institutional Sales Manager - Mumbai, Delhi, Bangalore