Job Description:

Reports to(Position): Vice President AND Zonal Head – Institutional Sales

Business Unit: Institutional Sales

Location: Mumbai

Position Purpose:

• To establish local resource for managing existing and current client relationships

• To work closely with distributors to enhance reach in the region

Principal Accountabilities:
Handling institutional and family office clients
Ability to liaison with MSMEs and Large size treasuries/Institutional clients.
Responsible for developing, building and maintaining existing/new relationship for improving our market share
The candidate will be given some existing clients/counters where he/she will be responsible to maintain and further develop our relationship with them to get larger allocation of funds.
Acquiring new set of clients in small, mid and large segments to improve our overall market share.
He / she should have existing relationship with key corporates,



family offices and distributors and should have positive connect with competition.
Should be willing to travel outside the base location.
Good relationship with business associates/distributors

Knowledge, Skills, Competencies
Knowledge, Experience & Qualifications
Need to have relevant knowledge of fixed income & equity markets and should be able to gauge the impact of government and RBI policies on markets and mutual fund products and advise the clients accordingly.
Proactive, adaptable and having strong communication & technical skills.
Valuable Commercial acumen

Preferred Industry Experience
Candidate with relevant experience in AMC or any other financial institution handling
corporates and other institutional clients in the location
6 - 10 years of experience

📌 Sr Manager Institutional Sales Mutual Fund/ Fixed Income , Mumbai (India)
🏢 Talent Leads Consultants
📍 India