Job Title - Senior Relationship Manager/Relationship Manager- Institutional Sales

Location - New Delhi, Bengaluru & Chennai

Job Summary - Recent Client Acquisition, Existing Client Relationship, Working closely with Institutional MFDs

Job Description- Client Acquisition & Relationship Management: Identifying and acquiring current institutional clients, such as banks, pension funds, and insurance companies, and nurturing existing relationships to generate recurring business.

• Sales Strategy & Execution: Creating and implementing sales strategies to meet business growth targets and increase market share.
• Product Presentation & Education: Conducting presentations, webinars, and meetings to educate clients on the mutual fund offerings and their advantages.
• Market & Product Knowledge: Maintaining an in-depth understanding of mutual fund products, market trends, economic indicators,



and competitive strategies to provide insightful recommendations.
• Client-Specific Solutions: Assessing client needs and tailoring investment solutions and product offerings to meet their specific investment objectives.
• Collaboration & Support: Working with other teams, including investment, marketing, and client servicing, to ensure a seamless client experience.
• Compliance: Adhering to regulatory norms and internal policies to ensure ethical and compliant sales practices.

Qualification & Experience-

• Positive understanding and working knowledge of Capital Markets,
• Must have worked with Corporate/ SME clients
• Good Communication and Presentation Skills
• Any Graduate, Preferably with MBA
• NISM VA – Mandatory

📌 Senior Relationship Manager/relationship Manager Institutional Sales Mumbai
🏢 PPFAS Mutual Fund
📍 Mumbai