Senior Relationship Manager/Relationship Manager- Institutional Sales

Ppfas Asset Management

3 - 5 years

7 - 12 Lacs

new delhi bengaluru

Posted:2 days ago| Platform:

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Skills Required

institutional sales capital market mutual funds client acquisition sme sales corporate business development asset management corporate sales fixed income

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Job Responsibilities -:

"
Client Acquisition & Relationship Management
: Identifying and acquiring new institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.
Sales Strategy & Execution
: Creating and implementing sales strategies to meet business growth targets and increase market share.
Product Presentation & Education
: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their benefits.
Market & Product Knowledge:
Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators, and competitive strategies to provide insightful recommendations.
Client-Specific Solutions
: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
Collaboration & Support
: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
*
Compliance
: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices. "

Preferred candidate profile

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