About the role

Institutional Sales Representative - Mutual Fund

Job Summary:

Join our dynamic team as an Institutional Sales Representative for our Mutual Fund division, where you will play a pivotal role in building and maintaining relationships with institutional investors. This position offers an exciting opportunity to influence investment strategies while driving organizational growth in the Pune market.

Key Responsibilities:

Develop and implement strategic sales plans to expand the institutional client base and achieve sales targets.
Engage with institutional investors, including pension funds, insurance companies, and endowments, to present our mutual fund offerings.
Conduct market research and analysis to identify new business opportunities and provide insights to enhance product positioning.
Foster strong relationships with key stakeholders and maintain regular communication to understand their investment needs.
Prepare and deliver compelling presentations and proposals to prospective clients, highlighting the unique value propositions of our products.
Collaborate with internal teams, including marketing and product development, to align sales efforts with overall business objectives.
Monitor market trends and competitor activities to effectively position our mutual fund products in the marketplace.

Requirements:

Bachelor’s degree in Finance, Business, Economics, or a related field; MBA is a plus.
A minimum of 3-5 years of experience in institutional sales or business development within the financial services industry, specifically in mutual funds.
Proven track record of achieving sales targets and building lasting relationships with institutional clients.
Strong analytical skills and the ability to interpret complex financial data to support client interactions.
Excellent communication and presentation skills, with the confidence to influence and engage stakeholders at all levels.
Knowledge of regulatory requirements and best practices within the mutual fund industry.
Proficient in MS Office Suite and CRM tools; familiarity with portfolio management software is an advantage.

Preferred Qualifications:

Strong network within the institutional investment community, particularly in Pune and surrounding regions.
Experience working with financial advisors and wealth managers, fostering cross-channel relationships.
Ability to speak multiple languages is a plus, enhancing client engagement in a diverse market.

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