RM-IFA & EPCG

Institutional Sales – Mutual Fund

Job Summary:

We are seeking a dynamic and results-driven Institutional Sales professional to join our team in Mumbai. This role is critical in engaging with institutional clients, driving sales of our mutual fund products, and fostering strong client relationships that contribute to the growth and success of our organization.

Key Responsibilities:

• Develop and implement effective sales strategies to achieve revenue targets for institutional mutual fund offerings.
• Build and maintain strong relationships with key institutional clients, understanding their investment needs and challenges.
• Conduct market analysis to identify trends, competitor strategies, and potential business opportunities.
• Prepare and present tailored investment proposals and product offerings to institutional investors.
• Collaborate with internal teams, including Research and Portfolio Management, to ensure alignment in client servicing and product delivery.
• Participate in industry conferences and events to network and promote the organization's brand and products.
• Monitor industry developments and regulatory changes to inform client communications and sales strategies.

Requirements:

• Bachelor’s degree in Finance, Business Administration, or a related field; MBA preferred.
• 5+ years of experience in institutional sales or client relationship management within the asset management or mutual fund industry.
• Proven track record of meeting or exceeding sales targets in a fast-paced environment.
• Strong understanding of mutual fund products, investment strategies, and financial markets.
• Excellent communication and presentation skills, with the ability to articulate complex ideas clearly and persuasively.
• Detail-oriented with strong analytical skills and proficiency in using financial software and tools.
• Demonstrated ability to work collaboratively in a team-oriented environment.