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UpMan Placements Private Limited
Cluster Head Institutional Sales
UpMan Placements Private Limited · posted 1 month ago
Delhiinstitutional sales & trading
About the role
Job Description
| Department | Sales |
| Job Title | Cluster Head - Institutional Sales |
| Reporting to | Chief Business Officer |
| Internal Grade | B/C |
Key Accountabilities
Oversee and monitor sales and daily operations for Institutional sales, conduct monthly reviews to evaluate performance of sales teams, track and report all sales activities.
Use experience and expertise to achieve business targets set by the business.
Advise and guide team on managing sales to institutional clients, tracking, and following up on new business leads.
Advise and guide team on onboarding institutional clients including direct dealing with large investors and getting business from distributors.
Implement Sales strategy for the sales team, develop sales forecast, budget and manpower plans and drive high performance in team with focus on identifying target clients with focus on margins.
Guide sales team in meeting revenue targets by monitoring sales metrics, analyzing sales data and implementing strategies to improve sales performance.
Lead, develop and build the sales team ensuring that sales targets are met, identify & mentor key talent and build succession plan.
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.
Knowledge & Qualifications required
Academic Qualifications:
MBA/Post Graduation/NSIM certification
Minimum Work Experience:
10+ years of experience in financial services, preferably Asset Management with knowledge of mutual fund products
Skills
MS Office and applications with ability to use Excel
Disclaimer: This job description is intended to convey information essential to understanding the scope of the position and it is not an exhaustive list of skills, duties, or responsibilities associated with it.