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Avani Consulting
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Institutional Sales Manager (Mutual fund )

Institutional Sales Manager (Mutual fund )

Avani Consulting

8 - 13 years

15 - 25 Lacs

Kolkata Delhi / NCR

Posted:2 months ago| Platform:

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Skills Required

UHNI Institutional Sales Family Office HNI Portfolio Management Client Acquisition AUM Revenue Generation Institutional Business Development

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organizational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business 9.Need to have active involvement in hand holding the transactions with the new and existing clients 10.Adhering to compliance norms of the organization and Regulator 11.Responsible in networking with the distributors, clients and competition to get the market information 12.Responsible to train and inform about product updates to the distributors 13.Maintain the data on market share and review it on regular basis

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Institutional Sales Manager (Mutual fund )