Job Description

The purpose of this role is to manage & increase revenue & AUM market share of DSP with Family offices, large and mid-sized corporate clients.Primary job responsibilities:

• Increase in market share & revenue with assigned set of investors - family offices and Large / Small clients.
• Produce superior sales results in terms of gross sales, net sales and market share in all asset classes.
• Reactivate and acquire new investors in the aforesaid segment.
• Engage with clients through sales tools, charts, regular market and product updates, digital/face to face meeting to create long term book of assets.
• Advise clients on latest market development and fund house view to have top of mid recall.
• Leverage on MIS, CRM and other market data to do effective sales
• Share timely feedback on competition and market deals to superiors
• Develop external market intelligence to improve network and help in generating business

Knowledge required for the role

• Strong knowledge of capital markets (equity & fixed income), products and other financial products
• Deep understanding of Sales process
• Understanding of macro-economic variables and mutual fund products
• Knowledge of family offices & institutional market of Pune

Skills required for the role :

• Proven ability to deliver superior results in all market cycles
• Entrepreneurial mindset, ready to take initiative and get your hands dirty - especially when it comes to handling complex deal/client/situation.
• Excellent communication and presentation skills.
• Ability to develop strong and trusting relationships.

Previous Work Experience:

• 5 - 8 Years

DSP Investment Managers