The job would require the candidate to meet clients, understand their financial/investment objectives & risk appetite and appropriate products to family offices & institutional investors.
What is the role's objective?
- Responsible to increase the current institutional market share from assigned relationships across Mumbai in both Fixed Income and Equity
- Manage relationship with existing Large, Mid & Small Corporates, Institutions, and Family Offices
- Acquire new clients across MSME's SME' and Family offices
- Conduct meetings with clients/institutional brokers, understand their needs, and suggest appropriate products
- Update clients with the latest market developments and fund house view regularly
- Leverage on MIS and other market data for effective sales
- Observe competition, clients and share timely feedback to the team
Knowledge required for the role:
- Strong knowledge of capital markets and other financial products
- Strong product knowledge
- Business Acumen
- Deep understanding of sales process
Skills required for the role:
- Influence clients and stakeholders
- Deliver good presentations
- Network and use market intelligence for increasing reach in the market
- Familiarity with Microsoft Office
What is the prior experience needed?
- 5 - 9 years of experience in Institutional Sales or Wealth Management
What qualification you should have?
- MBA or any equivalent degree