Management Trainee - Institutional Sales

Management Trainee - Institutional Sales

DSP Fund
1-4 years
Not Specified

Job Description



The purpose of this role is to manage assigned relationships with the objective of improving Institutional sales performance and gaining market share within the limits of firms policies, code of conduct and processes.

What is the roles objective
Principal responsibilities are:
  • Responsible for Relationship Management, Reactivation and Business Development
  • 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


Knowledge required for the role:
  • Strong knowledge of capital markets and other financial products
  • Strong product knowledge
  • Strong 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
  • Mine data
  • Plan and execute tasks
  • Use tools like Microsoft Office

Educational Qualifications:
  • MBA or equivalent degree

Years of Experience:
  • Freshers or maximum 1 year work experience

About DSP Fund

Job Source : dspim.freshteam.com

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