Live opening · Posted 9 days ago

Senior Relationship Manager/Relationship Manager- Institutional Sales

PPFAS Mutual Fund · Mumbai Metropolitan Region (On-site)
Linkedin No
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At a glance

The key details from the original listing.

Posted 9 days ago
CompanyPPFAS Mutual Fund
LocationMumbai Metropolitan Region (On-site)
Work modeNo
SourceLinkedin
ListedPosted 9 days ago

About the role

Description supplied by the original job listing.

Job Title - Senior Relationship Manager/Relationship Manager- Institutional Sales
Location - New Delhi, Bengaluru & Chennai
Job Summary - New Client Acquisition, Existing Client Relationship, Working closely with Institutional MFDs
Job Description- 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.
Qualification & Experience-
Good understanding and working knowledge of Capital Markets,
Must have worked with Corporate/ SME clients
Good Communication and Presentation Skills
Any Graduate, Preferably with MBA
NISM VA – Mandatory

Work arrangement
No

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