Job Title

- Senior Relationship Manager/Relationship Manager- Institutional Sales

Location

- New Delhi, Bengaluru &
- Chennai

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

- Client Acquisition &

- Relationship Management

: Identifying and acquiring new 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 benefits.

- 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-

- Good understanding and working knowledge of Capital Markets,

- Must have worked with Corporate/ SME clients

- Valuable Communication and Presentation Skills

- Any Graduate, Preferably with MBA

- NISM VA – Mandatory

📌 Senior Relationship Manager/Relationship Manager- Institutional Sales (Mumbai)
🏢 PPFAS Mutual Fund
📍 Mumbai