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

Location - Recent Delhi, Bengaluru &
Chennai

Job Summary - Current 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-
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 (India)
🏢 PPFAS Mutual Fund
📍 India