Posted:1 month ago|
Platform:
On-site
Full Time
• Administer and monitor sales and daily operations for Institutional sales, conduct self review and track and report all sales activities.
• Use experience and expertise to achieve business targets set by the company.
• Onboarding institutional clients including direct dealing with large investors and getting business from distributors.
• Work in collaboration with internal teams to build and modify sales strategy, whenever required. • Monitor and stay up to date on industry trends and competitive activities, including analyzing customer behavior and preferences and identifying new market opportunities.
• Enhance the channel by maintaining existing relationships and onboarding new clients, communicate effectively and demonstrate a deep understanding of customer needs and knowledge of mutual fund market and products.
• Ensure and adhere to compliance and regulatory guidelines.
MBA/Post Graduation/NSIM certification
Minimum Work Experience: 5+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products.
Canara Robeco Mutual Fund
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