Key Responsibilities:
- Drive sales of Mutual Fund products to corporates, institutions, SMEs/MSMEs and family offices.
- Build and maintain strong relationships with key decision-makers and institutional clients.
- Understand client risk profiles and recommend suitable investment products in coordination with Product & Investment teams..
- Generate current leads and expand the institutional client base.
- Work closely with Fund Managers, Product and Marketing teams to support business growth.
Key Skills:
- Strong knowledge of mutual funds, investment products and financial planning.
- Excellent communication, interpersonal and relationship-management skills.
- Self-motivated with strong sales orientation and ability to work under pressure.
Qualification & Experience:
- Post Graduate.
- NISM certification preferred/required.
- 7-10 years of experience in Mutual Funds, Banking or Insurance sales; corporate/institutional sales preferred.