Job Description

: Institutional Sales Manager

Position Title : Institutional Sales Manager
Experience Required : 5 to 10 years
Background : Experience in Asset Management Companies (AMC) with exposure to large corporates preferred
Location : Mumbai
Industry : Asset Management/Mutual Funds

Key Responsibilities :

• Client Acquisition and Relationship Management :
• Develop and maintain relationships with large corporates, financial institutions, and other institutional clients.
• Identify and onboard clients by understanding their investment needs and providing tailored solutions from the AMC product portfolio.
• Serve as a trusted advisor to key stakeholders, such as CFOs, treasurers, and senior executives in large corporate organizations.
• Sales Strategy and Execution :
• Create and implement sales strategies targeted at expanding the AMC's presence in the corporate segment.
• Drive growth in institutional assets under management (AUM) by promoting mutual fund schemes and other AMC products.
• Consistently meet or exceed revenue and AUM growth targets.
• Market Intelligence and Reporting :
• Stay informed about market trends, corporate investment patterns, and economic indicators affecting institutional sales.
• Prepare and deliver regular reports on sales performance, market insights, and client feedback to management.
• Collaboration :
• Partner with internal teams, including fund managers, research analysts, and product specialists, to ensure offerings meet corporate client requirements.
• Work in coordination with legal and compliance teams to ensure adherence to regulatory standards and corporate governance practices.
• Networking and Representation :
• Represent the organization at industry events, corporate seminars, and investor forums to enhance visibility among large corporates.
• Leverage an existing network of corporate clients to generate leads and expand the client base.

Qualifications and Skills :

• 5-10 years of institutional sales experience in an Asset Management Company (AMC), with a proven track record of handling large corporates.
• Strong understanding of mutual fund products, investment strategies, and corporate treasury requirements.
• Existing relationships and networks within large corporate organizations.
• Excellent interpersonal, negotiation, and presentation skills.
• Ability to analyze corporate investment portfolios and recommend customized solutions.
• Proficiency in CRM tools and investment platforms.
• Bachelor's/Master's degree in Finance, Business Administration, Economics, or a related field.
• Relevant certifications such as NISM Mutual Fund Distributor or CFA (preferred).

Why Join Us?

• Opportunity to work with a leading AMC with a strong focus on the corporate segment.
• Competitive compensation package, including performance-based incentives.
• Exposure to high-value corporate clients and opportunities for professional growth.

Job Types: Full-time, Permanent

Pay: ?90,000.00 - ?150,000.00 per month

Supplemental Pay:

• Yearly bonus

Experience:

• total work: 5 years (Preferred)

Work Location: In person