Assistant Manager - Institutional Sales

Assistant Manager - Institutional Sales

DSP Fund
3-6 years
Not Specified

Job Description



The job would require the candidate to acquire new clients and manage existing relationships
Objective of the role
  • Responsible for Relationship Management and new client acquisition for MSME's, SME's and family offices in Mumbai
  • New institutional client acquisition and reactivation of dormant clients
  • Tracking companies and promoters for cash/fund flows through various available resources
  • Strengthening existing relationships to create a long term asset book
  • Increase market share and revenue from assigned relationships
  • Conduct meetings with clients/institutional brokers, understand their needs and suggest appropriate products
  • Update clients with latest market developments and fund house views regularly
  • Create relevant reports and business proposals using excel and power point

Knowledge required for the role:
  • Strong knowledge of capital markets and other financial products
  • Strong product knowledge
  • Business Acumen
  • Deep understanding of Sales process

Skills required for the role:
  • Influence clients and stakeholders
  • Deliver good presentations
  • Network and use market intelligence for increasing reach in the market
  • Ability to mine data
  • Plan and execute tasks
  • Familiarity with Microsoft Office

What is the prior experience needed
  • 3 - 6 years of experience in Institutional Sales or Wealth Management

What qualification you should have
  • MBA or any equivalent degree


Job Details

Employment Types:

About DSP Fund

Job Source : dspim.freshteam.com

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