The job would require the candidate to acquire new clients and manage existing relationships
Objective of the role
- Responsible for Relationship Management and new client acquisition for MSME’s, SME’s and family offices in Mumbai
- New institutional client acquisition and reactivation of dormant clients
- Tracking companies and promoters for cash/fund flows through various available resources
- Strengthening existing relationships to create a long term asset book
- Increase market share and revenue from assigned relationships
- Conduct meetings with clients/institutional brokers, understand their needs and suggest appropriate products
- Update clients with latest market developments and fund house views regularly
- Create relevant reports and business proposals using excel and power point
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
- Ability to mine data
- Plan and execute tasks
- Familiarity with Microsoft Office
What is the prior experience needed?
- 3 - 6 years of experience in Institutional Sales or Wealth Management
What qualification you should have?
- MBA or any equivalent degree