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

Job Description- 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.

Quali cation Experience-

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Sr Relationship Manager/Relationship Manager- Institutional Sales (Chennai)
🏢 Parag Parikh Financial Advisory Services(PPFAS)
📍 Chennai