What are the ongoing responsibilities of Sales Manager- Institutional Sales

- The role will be based at Kolkata location & will report to Head-Institutional Sales, India.
- Responsible for driving & achieving the monthly corporate sales targets.
- Market Mapping, Competition mapping in the geography assigned.
- Cross sell current products and offerings, as per the launches from time to time.
- Proactively identify sales prospects and do business development activities in the region.
- Coordination with internal teams & various departments to accomplish the task assigned.
- Make daily sales calls to develop business.
- Monitor business growth regularly and maintain consistency in sourcing.
- Identify and acquire new clients and strengthen relationships with tagged existing clients.
- Efforts shall be to achieve assigned annual targets i.e. Gross, Net Sales, Asset growth, client activation / acquisition etc.
- Monitoring of Sales Metrics and adhering to processes viz. MIS, CRM Platform - Talisma, Activities, Call Reports etc.




- Work within the Compliance and Legal boundaries set by the regulatory bodies and internal framework.

What ideal qualifications, skills & experience would help someone to be successful

- Post Graduate Academic Qualification in Management Field.
- Approx. 8-12 years of sales, preferably in Asset Management Company (Institutional Sales) or BFSI - Corporate Sales.
- High Knowledge and understanding of Financial Markets, especially fixed income.

Licenses And Certifications / Qualifications:

- AMFI/NISM certification (Advisors Module) mandatory
- Any Financial Advisory Linked Qualification - CFP, CFA

Skills And Abilities:

- Strong written and oral communication skills
- Presentation skills
- Perseverance & Patience
- Flexibility & Adaptability
- Self-starter, self-motivated, Go-getter
- Managing the performance objectively.
- Thinking on the feet and be self-driven in resolving problems in hand.

Skills: Finance, Sales, Asset Management, Corporate Sales, Business Development

Experience: 8.00-12.00 Years

📌 Associate Sales Executive (Kolkata)
🏢 Franklin Templeton
📍 Kolkata